Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-36,693
Closed -$99.1K 1314
2025
Q1
$99.1K Sell
36,693
-1,952
-5% -$5.27K ﹤0.01% 1211
2024
Q4
$127K Sell
38,645
-9,329
-19% -$30.6K ﹤0.01% 1124
2024
Q3
$170K Buy
+47,974
New +$170K ﹤0.01% 1344