Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-83
Closed -$10.2K 1646
2025
Q1
$10.2K Buy
83
+2
+2% +$246 ﹤0.01% 1062
2024
Q4
$10.6K Sell
81
-664
-89% -$87.1K ﹤0.01% 755
2024
Q3
$80.1K Buy
+745
New +$80.1K 0.02% 410