Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-372
Closed -$65.1K 359
2025
Q1
$65.1K Sell
372
-349
-48% -$61.1K ﹤0.01% 254
2024
Q4
$151K Buy
721
+161
+29% +$33.8K 0.01% 245
2024
Q3
$161K Sell
560
-76
-12% -$21.8K 0.01% 243
2024
Q2
$199K Buy
+636
New +$199K 0.01% 228