Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-63,656
Closed -$292K 990
2025
Q1
$292K Sell
63,656
-944
-1% -$4.33K ﹤0.01% 1860
2024
Q4
$400K Sell
64,600
-4,876
-7% -$30.2K ﹤0.01% 1800
2024
Q3
$475K Sell
69,476
-428
-0.6% -$2.93K ﹤0.01% 1763
2024
Q2
$373K Buy
+69,904
New +$373K ﹤0.01% 1852