Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37,056
Closed -$158K 1769
2025
Q1
$158K Buy
+37,056
New +$158K ﹤0.01% 1162
2024
Q3
Sell
-21,074
Closed -$57.5K 2063
2024
Q2
$57.5K Buy
+21,074
New +$57.5K ﹤0.01% 1437