Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,157
Closed -$82.6K 2140
2025
Q1
$82.6K Sell
15,157
-226
-1% -$1.23K ﹤0.01% 2537
2024
Q4
$107K Sell
15,383
-1,161
-7% -$8.09K ﹤0.01% 2516
2024
Q3
$75.1K Buy
16,544
+351
+2% +$1.59K ﹤0.01% 2737
2024
Q2
$88.3K Buy
+16,193
New +$88.3K ﹤0.01% 2662