Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
+745
New +$266K ﹤0.01% 319
2025
Q1
Sell
-1,196
Closed -$397K 367
2024
Q4
$397K Buy
1,196
+133
+13% +$44.1K 0.01% 268
2024
Q3
$352K Sell
1,063
-17
-2% -$5.63K 0.01% 292
2024
Q2
$339K Buy
1,080
+234
+28% +$73.4K 0.01% 273
2024
Q1
$265K Sell
846
-287
-25% -$89.7K 0.01% 312
2023
Q4
$273K Buy
+1,133
New +$273K 0.01% 308