Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,719
Closed -$26.1K 2438
2025
Q1
$26.1K Sell
3,719
-55
-1% -$385 ﹤0.01% 2865
2024
Q4
$45.5K Sell
3,774
-285
-7% -$3.44K ﹤0.01% 2852
2024
Q3
$28.3K Sell
4,059
-25
-0.6% -$174 ﹤0.01% 2958
2024
Q2
$90.7K Buy
+4,084
New +$90.7K ﹤0.01% 2644