Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,386
Closed -$102K 2848
2025
Q1
$102K Sell
7,386
-109
-1% -$1.5K ﹤0.01% 2429
2024
Q4
$88.8K Buy
7,495
+3,973
+113% +$47.1K ﹤0.01% 2602
2024
Q3
$63.2K Sell
3,522
-116
-3% -$2.08K ﹤0.01% 2798
2024
Q2
$64K Buy
+3,638
New +$64K ﹤0.01% 2820