Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,835
Closed -$207K 83
2025
Q1
$207K Buy
+2,835
New +$207K 0.14% 75
2024
Q4
Sell
-2,835
Closed -$213K 84
2024
Q3
$213K Hold
2,835
0.14% 77
2024
Q2
$206K Sell
2,835
-5,074
-64% -$369K 0.16% 83
2024
Q1
$609K Hold
7,909
0.41% 38
2023
Q4
$613K Buy
+7,909
New +$613K 0.43% 39