Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-826
Closed -$187K 1585
2025
Q1
$187K Sell
826
-11
-1% -$2.49K ﹤0.01% 609
2024
Q4
$172K Buy
837
+42
+5% +$8.63K ﹤0.01% 613
2024
Q3
$193K Buy
795
+32
+4% +$7.76K ﹤0.01% 585
2024
Q2
$172K Buy
763
+54
+8% +$12.1K ﹤0.01% 651
2024
Q1
$156K Buy
+709
New +$156K ﹤0.01% 588