Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-39,687
Closed -$461K 1272
2025
Q1
$461K Sell
39,687
-588
-1% -$6.83K ﹤0.01% 1639
2024
Q4
$825K Sell
40,275
-3,041
-7% -$62.3K ﹤0.01% 1415
2024
Q3
$531K Buy
43,316
+172
+0.4% +$2.11K ﹤0.01% 1701
2024
Q2
$647K Buy
+43,144
New +$647K ﹤0.01% 1555