Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,619
Closed -$36K 659
2025
Q1
$36K Sell
13,619
-34,373
-72% -$90.7K 0.02% 646
2024
Q4
$203K Buy
+47,992
New +$203K 0.09% 589
2024
Q2
Sell
-19,683
Closed -$79.5K 1049
2024
Q1
$79.5K Sell
19,683
-4,613
-19% -$18.6K 0.07% 539
2023
Q4
$136K Buy
+24,296
New +$136K 0.13% 235