Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-47,929
Closed -$231K 811
2025
Q1
$231K Buy
47,929
+28,620
+148% +$138K 0.09% 362
2024
Q4
$163K Buy
+19,309
New +$163K 0.07% 349
2023
Q2
Sell
-21,762
Closed -$335K 605
2023
Q1
$335K Buy
+21,762
New +$335K 0.13% 274