Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,176
Closed -$337K 1050
2025
Q1
$337K Sell
12,176
-2,656
-18% -$73.6K ﹤0.01% 1300
2024
Q4
$484K Buy
14,832
+107
+0.7% +$3.49K 0.01% 1034
2024
Q3
$528K Buy
14,725
+6,192
+73% +$222K 0.01% 947
2024
Q2
$299K Buy
+8,533
New +$299K ﹤0.01% 1063