Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Hold
8,305
﹤0.01% 1582
2025
Q1
$137K Sell
8,305
-44
-0.5% -$724 ﹤0.01% 1395
2024
Q4
$162K Sell
8,349
-1,439
-15% -$28K 0.01% 1080
2024
Q3
$335K Sell
9,788
-1,171
-11% -$40K 0.01% 769
2024
Q2
$419K Buy
+10,959
New +$419K 0.02% 546