Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,010
Closed -$132K 795
2025
Q1
$132K Sell
17,010
-23
-0.1% -$178 ﹤0.01% 2291
2024
Q4
$121K Sell
17,033
-1,049
-6% -$7.43K ﹤0.01% 2459
2024
Q3
$136K Sell
18,082
-111
-0.6% -$834 ﹤0.01% 2446
2024
Q2
$140K Buy
+18,193
New +$140K ﹤0.01% 2406