Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-808
Closed -$141K 1109
2025
Q1
$141K Buy
808
+155
+24% +$27.1K ﹤0.01% 588
2024
Q4
$137K Buy
653
+550
+534% +$115K ﹤0.01% 588
2024
Q3
$29.6K Buy
103
+34
+49% +$9.77K ﹤0.01% 645
2024
Q2
$21.6K Buy
+69
New +$21.6K ﹤0.01% 655
2023
Q2
Sell
-134
Closed -$28.6K 777
2023
Q1
$28.6K Buy
+134
New +$28.6K ﹤0.01% 625