Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-880
Closed -$94K 444
2025
Q1
$94K Buy
+880
New +$94K ﹤0.01% 307
2024
Q1
Sell
-4,200
Closed -$316K 496
2023
Q4
$316K Buy
4,200
+2,200
+110% +$165K 0.01% 243
2023
Q3
$107K Buy
+2,000
New +$107K ﹤0.01% 343