Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-884
Closed -$103K 1114
2025
Q1
$103K Buy
884
+39
+5% +$4.53K ﹤0.01% 741
2024
Q4
$92.3K Sell
845
-10
-1% -$1.09K ﹤0.01% 759
2024
Q3
$88.1K Sell
855
-107
-11% -$11K ﹤0.01% 762
2024
Q2
$89.4K Buy
962
+541
+129% +$50.3K ﹤0.01% 841
2024
Q1
$41.4K Buy
+421
New +$41.4K ﹤0.01% 915