Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-463
Closed -$29.4K 1167
2025
Q1
$29.4K Buy
463
+9
+2% +$571 ﹤0.01% 786
2024
Q4
$34.4K Sell
454
-237
-34% -$17.9K ﹤0.01% 741
2024
Q3
$52.3K Hold
691
0.01% 649
2024
Q2
$52.1K Buy
691
+44
+7% +$3.32K 0.01% 605
2024
Q1
$60.4K Buy
+647
New +$60.4K 0.01% 572