Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,230
Closed -$280K 227
2025
Q1
$280K Buy
26,230
+123
+0.5% +$1.31K 0.1% 195
2024
Q4
$393K Buy
+26,107
New +$393K 0.13% 169
2024
Q2
Sell
-10,082
Closed -$170K 217
2024
Q1
$170K Buy
+10,082
New +$170K 0.06% 208