Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,340
Closed -$170K 1277
2025
Q1
$170K Buy
12,340
+2,313
+23% +$31.8K 0.01% 1170
2024
Q4
$119K Buy
+10,027
New +$119K ﹤0.01% 1172
2022
Q1
Sell
-112
Closed -$3K 2085
2021
Q4
$3K Buy
+112
New +$3K ﹤0.01% 1828