Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,181
Closed -$508K 1037
2025
Q1
$508K Buy
3,181
+964
+43% +$154K 0.01% 1121
2024
Q4
$295K Buy
2,217
+19
+0.9% +$2.53K ﹤0.01% 1257
2024
Q3
$298K Buy
+2,198
New +$298K ﹤0.01% 1172