Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,257
Closed -$249K 2602
2025
Q1
$249K Buy
+18,257
New +$249K ﹤0.01% 629
2024
Q4
Sell
-978
Closed -$13K 2945
2024
Q3
$13K Buy
978
+642
+191% +$8.55K ﹤0.01% 2101
2024
Q2
$3.91K Buy
+336
New +$3.91K ﹤0.01% 2270
2023
Q3
Sell
-871
Closed -$13K 2280
2023
Q2
$13K Buy
+871
New +$13K ﹤0.01% 1224
2023
Q1
Sell
-41
Closed -$1K 2625
2022
Q4
$1K Buy
+41
New +$1K ﹤0.01% 2142