Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-242
Closed -$6.57K 908
2025
Q1
$6.57K Sell
242
-43
-15% -$1.17K ﹤0.01% 1068
2024
Q4
$8.14K Hold
285
﹤0.01% 1039
2024
Q3
$7.35K Sell
285
-31
-10% -$799 ﹤0.01% 1075
2024
Q2
$10.2K Sell
316
-19
-6% -$613 ﹤0.01% 941
2024
Q1
$11.4K Buy
+335
New +$11.4K ﹤0.01% 913