Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,599
Closed -$106K 156
2025
Q1
$106K Sell
10,599
-1,912
-15% -$19.2K 0.03% 144
2024
Q4
$124K Sell
12,511
-2,766
-18% -$27.4K 0.03% 128
2024
Q3
$161K Buy
15,277
+2,625
+21% +$27.7K 0.04% 132
2024
Q2
$159K Buy
+12,652
New +$159K 0.05% 111