Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,015
Closed -$119K 369
2025
Q1
$119K Buy
+10,015
New +$119K ﹤0.01% 372
2024
Q2
Sell
-3
Closed -$58 313
2024
Q1
$58 Sell
3
-5,496
-100% -$106K ﹤0.01% 329
2023
Q4
$82.4K Buy
+5,499
New +$82.4K ﹤0.01% 321