Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,299
Closed -$91.3K 915
2025
Q1
$91.3K Sell
3,299
-350
-10% -$9.69K 0.01% 542
2024
Q4
$119K Sell
3,649
-11
-0.3% -$359 0.02% 484
2024
Q3
$134K Buy
3,660
+160
+5% +$5.84K 0.02% 465
2024
Q2
$123K Hold
3,500
0.02% 459
2024
Q1
$104K Buy
+3,500
New +$104K 0.02% 477