Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-56,899
Closed -$273K 2923
2025
Q1
$273K Buy
+56,899
New +$273K ﹤0.01% 1616
2023
Q2
Sell
-21,546
Closed -$16K 2768
2023
Q1
$16K Buy
21,546
+5,112
+31% +$3.8K ﹤0.01% 2022
2022
Q4
$8K Buy
+16,434
New +$8K ﹤0.01% 2046