Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-188
Closed -$4.56K 1201
2025
Q1
$4.56K Hold
188
﹤0.01% 1129
2024
Q4
$6.35K Sell
188
-9
-5% -$304 ﹤0.01% 1087
2024
Q3
$8.24K Sell
197
-1,612
-89% -$67.4K ﹤0.01% 1050
2024
Q2
$85.3K Buy
1,809
+7
+0.4% +$330 0.01% 521
2024
Q1
$101K Buy
+1,802
New +$101K 0.02% 486