Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,659
Closed -$206K 1481
2025
Q1
$206K Sell
11,659
-1,638
-12% -$29K 0.01% 1102
2024
Q4
$206K Buy
13,297
+847
+7% +$13.1K ﹤0.01% 1036
2024
Q3
$191K Buy
+12,450
New +$191K ﹤0.01% 1316
2024
Q1
Sell
-11,536
Closed -$155K 1549
2023
Q4
$155K Buy
+11,536
New +$155K ﹤0.01% 1025