Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,480
Closed -$68.1K 813
2025
Q1
$68.1K Buy
2,480
+990
+66% +$27.2K ﹤0.01% 559
2024
Q4
$50K Buy
+1,490
New +$50K ﹤0.01% 590