Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-170
Closed -$11K 349
2025
Q1
$11K Sell
170
-60
-26% -$3.88K ﹤0.01% 189
2024
Q4
$24.3K Buy
230
+34
+17% +$3.6K ﹤0.01% 173
2024
Q3
$19.8K Sell
196
-38
-16% -$3.83K ﹤0.01% 186
2024
Q2
$24.8K Buy
+234
New +$24.8K ﹤0.01% 147