Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82K Buy
+1,111
New +$82K ﹤0.01% 406
2025
Q1
Sell
-1,111
Closed -$62.1K 843
2024
Q4
$62.1K Sell
1,111
-105
-9% -$5.87K ﹤0.01% 395
2024
Q3
$87.9K Hold
1,216
﹤0.01% 337
2024
Q2
$71.1K Sell
1,216
-959
-44% -$56.1K ﹤0.01% 350
2024
Q1
$123K Buy
2,175
+305
+16% +$17.2K 0.01% 302
2023
Q4
$95.5K Buy
+1,870
New +$95.5K 0.01% 325