Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,937
Closed -$505K 416
2025
Q1
$505K Buy
14,937
+6,988
+88% +$236K 0.06% 180
2024
Q4
$235K Buy
+7,949
New +$235K 0.03% 269
2023
Q4
Sell
-5,171
Closed -$200K 204
2023
Q3
$200K Buy
+5,171
New +$200K 0.06% 165