Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,593
Closed -$237K 84
2025
Q1
$237K Buy
19,593
+45
+0.2% +$545 ﹤0.01% 1971
2024
Q4
$225K Sell
19,548
-1,066
-5% -$12.3K ﹤0.01% 2108
2024
Q3
$235K Sell
20,614
-524
-2% -$5.97K ﹤0.01% 2134
2024
Q2
$243K Buy
+21,138
New +$243K ﹤0.01% 2076