Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-452
Closed -$7K 2520
2025
Q1
$7K Buy
+452
New +$7K ﹤0.01% 1810
2024
Q4
Sell
-151,802
Closed -$3M 1835
2024
Q3
$3M Sell
151,802
-573
-0.4% -$11.3K 0.25% 85
2024
Q2
$2.66M Buy
152,375
+6,239
+4% +$109K 0.24% 89
2024
Q1
$2.45M Buy
146,136
+145,684
+32,231% +$2.44M 0.23% 93
2023
Q4
$8K Hold
452
﹤0.01% 1771
2023
Q3
$7K Buy
+452
New +$7K ﹤0.01% 1801