Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
3,586
﹤0.01% 382
2025
Q1
$237K Hold
3,586
﹤0.01% 404
2024
Q4
$255K Sell
3,586
-8,429
-70% -$598K ﹤0.01% 407
2024
Q3
$745K Sell
12,015
-771
-6% -$47.8K ﹤0.01% 370
2024
Q2
$716K Sell
12,786
-6,825
-35% -$382K ﹤0.01% 361
2024
Q1
$1.26M Buy
+19,611
New +$1.26M ﹤0.01% 339