Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,123
Closed -$58.9K 2891
2025
Q1
$58.9K Buy
14,123
+223
+2% +$930 ﹤0.01% 2674
2024
Q4
$105K Buy
13,900
+684
+5% +$5.18K ﹤0.01% 2527
2024
Q3
$77.6K Sell
13,216
-81
-0.6% -$475 ﹤0.01% 2727
2024
Q2
$80.8K Buy
+13,297
New +$80.8K ﹤0.01% 2709