Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,498
Closed -$20.3K 56
2025
Q1
$20.3K Buy
2,498
+203
+9% +$1.65K ﹤0.01% 2904
2024
Q4
$15.9K Buy
2,295
+135
+6% +$933 ﹤0.01% 2980
2024
Q3
$15.6K Sell
2,160
-68
-3% -$492 ﹤0.01% 2994
2024
Q2
$16.9K Buy
+2,228
New +$16.9K ﹤0.01% 3004