Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
36,589
-1,872
-5% -$15K ﹤0.01% 1410
2025
Q1
$279K Buy
+38,461
New +$279K ﹤0.01% 1219
2024
Q3
Sell
-14,948
Closed -$158K 1187
2024
Q2
$158K Sell
14,948
-9,829
-40% -$104K ﹤0.01% 928
2024
Q1
$343K Buy
+24,777
New +$343K ﹤0.01% 735