Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-46,240
Closed -$225K 2441
2025
Q1
$225K Sell
46,240
-685
-1% -$3.33K ﹤0.01% 2003
2024
Q4
$361K Sell
46,925
-2,128
-4% -$16.4K ﹤0.01% 1845
2024
Q3
$313K Sell
49,053
-303
-0.6% -$1.93K ﹤0.01% 1974
2024
Q2
$267K Buy
+49,356
New +$267K ﹤0.01% 2024