Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
+14,624
New +$214K ﹤0.01% 1477
2024
Q2
Sell
-35,440
Closed -$641K 1511
2024
Q1
$641K Buy
35,440
+7,386
+26% +$134K 0.01% 720
2023
Q4
$784K Sell
28,054
-1,084
-4% -$30.3K 0.02% 632
2023
Q3
$538K Buy
+29,138
New +$538K 0.02% 680