Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-632
Closed -$221K 837
2025
Q1
$221K Buy
632
+19
+3% +$6.64K ﹤0.01% 739
2024
Q4
$279K Buy
613
+37
+6% +$16.9K ﹤0.01% 674
2024
Q3
$252K Sell
576
-46
-7% -$20.1K ﹤0.01% 727
2024
Q2
$295K Buy
622
+40
+7% +$19K ﹤0.01% 629
2024
Q1
$340K Sell
582
-4
-0.7% -$2.34K ﹤0.01% 571
2023
Q4
$257K Buy
586
+15
+3% +$6.57K ﹤0.01% 641
2023
Q3
$228K Buy
+571
New +$228K ﹤0.01% 668