Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-60,748
Closed -$162K 918
2025
Q1
$162K Buy
60,748
+10,674
+21% +$28.4K ﹤0.01% 2195
2024
Q4
$203K Sell
50,074
-3,780
-7% -$15.3K ﹤0.01% 2177
2024
Q3
$223K Sell
53,854
-331
-0.6% -$1.37K ﹤0.01% 2167
2024
Q2
$133K Buy
+54,185
New +$133K ﹤0.01% 2432