Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-214
Closed -$10.8K 1309
2025
Q1
$10.8K Sell
214
-257
-55% -$13K ﹤0.01% 957
2024
Q4
$21.4K Hold
471
﹤0.01% 834
2024
Q3
$21.6K Sell
471
-49
-9% -$2.25K ﹤0.01% 826
2024
Q2
$23.9K Sell
520
-125
-19% -$5.74K ﹤0.01% 765
2024
Q1
$28K Buy
+645
New +$28K ﹤0.01% 718