Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,759
Closed -$215K 1541
2025
Q1
$215K Buy
7,759
+383
+5% +$10.6K ﹤0.01% 861
2024
Q4
$242K Sell
7,376
-1,320
-15% -$43.3K ﹤0.01% 823
2024
Q3
$312K Buy
+8,696
New +$312K ﹤0.01% 652
2022
Q2
Sell
-8,344
Closed -$305K 682
2022
Q1
$305K Buy
+8,344
New +$305K 0.01% 347