Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,858
Closed -$32K 5025
2025
Q1
$32K Sell
7,858
-873
-10% -$3.55K ﹤0.01% 4228
2024
Q4
$58.9K Buy
8,731
+1,106
+15% +$7.47K ﹤0.01% 4201
2024
Q3
$47.4K Buy
7,625
+5,325
+232% +$33.1K ﹤0.01% 4259
2024
Q2
$17.7K Buy
+2,300
New +$17.7K ﹤0.01% 4297