Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,105
Closed -$73.2K 482
2025
Q1
$73.2K Hold
11,105
﹤0.01% 453
2024
Q4
$65.4K Buy
11,105
+910
+9% +$5.36K ﹤0.01% 436
2024
Q3
$65.1K Sell
10,195
-910
-8% -$5.82K ﹤0.01% 419
2024
Q2
$68.1K Buy
+11,105
New +$68.1K ﹤0.01% 391