Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-553
Closed -$237K 1356
2025
Q1
$237K Sell
553
-55
-9% -$23.5K 0.01% 288
2024
Q4
$258K Buy
+608
New +$258K ﹤0.01% 606
2024
Q3
Sell
-826
Closed -$337K 462
2024
Q2
$337K Sell
826
-95
-10% -$38.8K 0.01% 531
2024
Q1
$402K Sell
921
-158
-15% -$68.9K 0.01% 542
2023
Q4
$365K Buy
1,079
+26
+2% +$8.8K 0.01% 570
2023
Q3
$311K Buy
1,053
+407
+63% +$120K 0.01% 598
2023
Q2
$210K Buy
+646
New +$210K ﹤0.01% 809