Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,633
Closed -$227K 1542
2025
Q1
$227K Buy
+7,633
New +$227K ﹤0.01% 1246
2024
Q4
Sell
-9,372
Closed -$291K 1633
2024
Q3
$291K Buy
9,372
+2,494
+36% +$77.4K ﹤0.01% 1222
2024
Q2
$225K Buy
+6,878
New +$225K ﹤0.01% 1266