Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,976
Closed -$235K 2121
2025
Q1
$235K Sell
19,976
-297
-1% -$3.49K ﹤0.01% 1977
2024
Q4
$256K Sell
20,273
-1,529
-7% -$19.3K ﹤0.01% 2030
2024
Q3
$233K Sell
21,802
-592
-3% -$6.34K ﹤0.01% 2140
2024
Q2
$190K Buy
+22,394
New +$190K ﹤0.01% 2226