Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-845
Closed -$131K 1437
2025
Q1
$131K Buy
845
+131
+18% +$20.3K ﹤0.01% 693
2024
Q4
$131K Buy
714
+10
+1% +$1.84K ﹤0.01% 684
2024
Q3
$127K Sell
704
-9
-1% -$1.63K ﹤0.01% 685
2024
Q2
$135K Buy
713
+92
+15% +$17.4K ﹤0.01% 722
2024
Q1
$109K Buy
+621
New +$109K ﹤0.01% 684