Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-987
Closed -$58.7K 532
2025
Q1
$58.7K Buy
+987
New +$58.7K ﹤0.01% 498
2023
Q2
Sell
-2,287
Closed -$257K 934
2023
Q1
$257K Sell
2,287
-322
-12% -$36.1K ﹤0.01% 790
2022
Q4
$243K Buy
+2,609
New +$243K ﹤0.01% 831