Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,215
Closed -$26.4K 447
2025
Q1
$26.4K Sell
12,215
-850
-7% -$1.84K ﹤0.01% 397
2024
Q4
$54.7K Hold
13,065
﹤0.01% 410
2024
Q3
$14.1K Buy
+13,065
New +$14.1K ﹤0.01% 424
2022
Q2
Sell
-449
Closed -$2K 1737
2022
Q1
$2K Buy
+449
New +$2K ﹤0.01% 1229