Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-63,613
Closed -$88.4K 308
2025
Q1
$88.4K Sell
63,613
-944
-1% -$1.31K ﹤0.01% 2506
2024
Q4
$119K Sell
64,557
-6,325
-9% -$11.6K ﹤0.01% 2468
2024
Q3
$116K Sell
70,882
-437
-0.6% -$712 ﹤0.01% 2541
2024
Q2
$129K Buy
+71,319
New +$129K ﹤0.01% 2451