Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,887
Closed -$199K 1901
2025
Q1
$199K Sell
1,887
-69
-4% -$7.26K ﹤0.01% 2088
2024
Q4
$154K Sell
1,956
-71
-4% -$5.6K ﹤0.01% 2326
2024
Q3
$151K Sell
2,027
-4
-0.2% -$297 ﹤0.01% 2378
2024
Q2
$190K Buy
+2,031
New +$190K ﹤0.01% 2224