Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,984
Closed -$79.4K 2846
2025
Q1
$79.4K Sell
3,984
-8
-0.2% -$159 ﹤0.01% 2556
2024
Q4
$105K Sell
3,992
-301
-7% -$7.91K ﹤0.01% 2529
2024
Q3
$114K Sell
4,293
-27
-0.6% -$715 ﹤0.01% 2556
2024
Q2
$102K Buy
+4,320
New +$102K ﹤0.01% 2593