Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.2K Sell
859
-700
-45% -$80.8K ﹤0.01% 450
2025
Q1
$181K Hold
1,559
﹤0.01% 368
2024
Q4
$170K Buy
1,559
+1,059
+212% +$116K ﹤0.01% 386
2024
Q3
$51.5K Buy
+500
New +$51.5K ﹤0.01% 557