Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,067
Closed -$232K 1594
2025
Q1
$232K Buy
+2,067
New +$232K ﹤0.01% 1236
2024
Q4
Sell
-1,721
Closed -$242K 1714
2024
Q3
$242K Buy
+1,721
New +$242K ﹤0.01% 1349
2024
Q2
Sell
-1,688
Closed -$220K 1526
2024
Q1
$220K Buy
+1,688
New +$220K 0.01% 604