Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-89,541
Closed -$36.4K 1620
2025
Q1
$36.4K Buy
89,541
+36,210
+68% +$14.7K ﹤0.01% 1208
2024
Q4
$35.3K Buy
53,331
+32,482
+156% +$21.5K ﹤0.01% 1162
2024
Q3
$17.7K Buy
+20,849
New +$17.7K ﹤0.01% 1027