Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,171
Closed -$254K 939
2025
Q1
$254K Buy
1,171
+116
+11% +$25.2K 0.01% 697
2024
Q4
$218K Buy
+1,055
New +$218K 0.01% 726
2024
Q2
Sell
-1,565
Closed -$234K 402
2024
Q1
$234K Sell
1,565
-104
-6% -$15.6K 0.12% 247
2023
Q4
$215K Buy
+1,669
New +$215K 0.11% 266