Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,782
Closed -$87.8K 574
2025
Q1
$87.8K Buy
10,782
+594
+6% +$4.84K ﹤0.01% 574
2024
Q4
$70.4K Hold
10,188
﹤0.01% 555
2024
Q3
$73.7K Hold
10,188
﹤0.01% 572
2024
Q2
$77.4K Buy
+10,188
New +$77.4K ﹤0.01% 555