Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
667
-40
-6% -$13.2K ﹤0.01% 365
2025
Q1
$233K Buy
+707
New +$233K ﹤0.01% 365
2024
Q4
Sell
-707
Closed -$245K 382
2024
Q3
$245K Hold
707
﹤0.01% 360
2024
Q2
$234K Hold
707
﹤0.01% 361
2024
Q1
$257K Hold
707
﹤0.01% 353
2023
Q4
$212K Buy
+707
New +$212K ﹤0.01% 366
2023
Q1
Sell
-735
Closed -$244K 367
2022
Q4
$244K Hold
735
﹤0.01% 351
2022
Q3
$204K Buy
+735
New +$204K ﹤0.01% 351