Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,835
Closed -$118K 372
2025
Q1
$118K Hold
1,835
﹤0.01% 442
2024
Q4
$115K Hold
1,835
﹤0.01% 439
2024
Q3
$121K Hold
1,835
﹤0.01% 442
2024
Q2
$134K Buy
1,835
+48
+3% +$3.52K ﹤0.01% 437
2024
Q1
$120K Buy
+1,787
New +$120K ﹤0.01% 455