Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,513
Closed -$70.3K 1919
2025
Q1
$70.3K Sell
13,513
-200
-1% -$1.04K ﹤0.01% 2614
2024
Q4
$88.6K Sell
13,713
-1,035
-7% -$6.69K ﹤0.01% 2607
2024
Q3
$90.3K Sell
14,748
-91
-0.6% -$557 ﹤0.01% 2670
2024
Q2
$89.2K Buy
+14,839
New +$89.2K ﹤0.01% 2655