Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,416
Closed -$134K 4171
2025
Q1
$134K Buy
25,416
+5,291
+26% +$27.8K ﹤0.01% 2202
2024
Q4
$129K Buy
+20,125
New +$129K ﹤0.01% 2206
2023
Q1
Sell
-291
Closed -$823 4158
2022
Q4
$823 Buy
+291
New +$823 ﹤0.01% 3085