Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,440
Closed -$212K 737
2025
Q1
$212K Sell
1,440
-857
-37% -$126K 0.02% 524
2024
Q4
$373K Buy
+2,297
New +$373K 0.03% 349
2024
Q2
Sell
-2,032
Closed -$311K 451
2024
Q1
$311K Sell
2,032
-1,956
-49% -$299K 0.03% 357
2023
Q4
$569K Buy
+3,988
New +$569K 0.02% 379