Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,274
Closed -$161K 1920
2025
Q1
$161K Sell
12,274
-182
-1% -$2.38K ﹤0.01% 2201
2024
Q4
$175K Sell
12,456
-750
-6% -$10.5K ﹤0.01% 2254
2024
Q3
$150K Sell
13,206
-82
-0.6% -$934 ﹤0.01% 2381
2024
Q2
$132K Buy
+13,288
New +$132K ﹤0.01% 2439