Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-186
Closed -$11.3K 420
2025
Q1
$11.3K Hold
186
﹤0.01% 393
2024
Q4
$12.7K Sell
186
-524
-74% -$35.9K ﹤0.01% 403
2024
Q3
$46.9K Sell
710
-250
-26% -$16.5K ﹤0.01% 345
2024
Q2
$58.2K Sell
960
-270
-22% -$16.4K ﹤0.01% 390
2024
Q1
$70.1K Buy
+1,230
New +$70.1K ﹤0.01% 385