Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,506
Closed -$17.3K 77
2025
Q1
$17.3K Buy
11,506
+769
+7% +$1.16K ﹤0.01% 2924
2024
Q4
$29.4K Sell
10,737
-504
-4% -$1.38K ﹤0.01% 2918
2024
Q3
$61.6K Buy
11,241
+315
+3% +$1.73K ﹤0.01% 2815
2024
Q2
$183K Buy
+10,926
New +$183K ﹤0.01% 2250