Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,153
Closed -$84K 1489
2025
Q1
$84K Sell
1,153
-231
-17% -$16.8K 0.01% 554
2024
Q4
$83.5K Sell
1,384
-7
-0.5% -$422 0.01% 559
2024
Q3
$99.4K Buy
1,391
+136
+11% +$9.72K 0.01% 521
2024
Q2
$91.2K Sell
1,255
-3
-0.2% -$218 0.01% 500
2024
Q1
$85.5K Buy
+1,258
New +$85.5K 0.01% 514