Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-714
Closed -$404K 192
2025
Q1
$404K Buy
+714
New +$404K 0.01% 89
2024
Q4
Hold
0
151
2024
Q3
Sell
-1,659
Closed -$799K 175
2024
Q2
$799K Buy
+1,659
New +$799K 0.03% 27
2024
Q1
Hold
0
202
2023
Q4
Hold
0
204
2023
Q3
Hold
0
230
2023
Q2
Hold
0
165