Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,715
Closed -$53.8K 1222
2025
Q1
$53.8K Buy
13,715
+2,619
+24% +$10.3K ﹤0.01% 1171
2024
Q4
$58.9K Buy
+11,096
New +$58.9K ﹤0.01% 1025
2023
Q4
Sell
-13,323
Closed -$18.9K 810
2023
Q3
$18.9K Buy
+13,323
New +$18.9K ﹤0.01% 755