Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,134
Closed -$433K 1781
2025
Q1
$433K Buy
4,134
+1,022
+33% +$107K 0.07% 406
2024
Q4
$338K Buy
+3,112
New +$338K 0.04% 466
2024
Q2
Sell
-3,853
Closed -$356K 1847
2024
Q1
$356K Buy
+3,853
New +$356K ﹤0.01% 554