Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,314
Closed -$89.5K 706
2025
Q1
$89.5K Buy
7,314
+708
+11% +$8.66K ﹤0.01% 2499
2024
Q4
$83.7K Sell
6,606
-498
-7% -$6.31K ﹤0.01% 2625
2024
Q3
$62.6K Sell
7,104
-44
-0.6% -$388 ﹤0.01% 2803
2024
Q2
$85.7K Buy
+7,148
New +$85.7K ﹤0.01% 2683