Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
10,786
-371
-3% -$4.15K ﹤0.01% 1435
2025
Q1
$103K Sell
11,157
-1,995
-15% -$18.4K ﹤0.01% 1438
2024
Q4
$104K Buy
+13,152
New +$104K ﹤0.01% 1413
2024
Q1
Sell
-10,527
Closed -$87.9K 1793
2023
Q4
$87.9K Buy
+10,527
New +$87.9K ﹤0.01% 1948