Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-43,593
Closed -$133K 1603
2025
Q1
$133K Buy
43,593
+766
+2% +$2.34K ﹤0.01% 1602
2024
Q4
$152K Buy
42,827
+875
+2% +$3.1K ﹤0.01% 1475
2024
Q3
$136K Buy
+41,952
New +$136K ﹤0.01% 1408