Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
58,079
-3,416
-6% -$3.53K ﹤0.01% 1652
2025
Q1
$35K Buy
+61,495
New +$35K ﹤0.01% 1563
2023
Q1
Sell
-593
Closed -$9K 1724
2022
Q4
$9K Buy
+593
New +$9K ﹤0.01% 1394