Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
+855
New +$155K 0.04% 433
2025
Q1
Sell
-63
Closed -$12.4K 1525
2024
Q4
$12.4K Sell
63
-67
-52% -$13.2K ﹤0.01% 722
2024
Q3
$26.3K Buy
+130
New +$26.3K 0.01% 637