Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,060
Closed -$74.7K 2229
2025
Q1
$74.7K Sell
1,060
-36
-3% -$2.54K ﹤0.01% 2591
2024
Q4
$81.5K Sell
1,096
-68
-6% -$5.06K ﹤0.01% 2646
2024
Q3
$86.9K Sell
1,164
-38
-3% -$2.84K ﹤0.01% 2682
2024
Q2
$72K Buy
+1,202
New +$72K ﹤0.01% 2772