Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-412
Closed -$32K 618
2025
Q1
$32K Sell
412
-1,045
-72% -$81.2K ﹤0.01% 516
2024
Q4
$174K Buy
1,457
+208
+17% +$24.8K 0.01% 469
2024
Q3
$135K Buy
1,249
+1,240
+13,778% +$134K 0.01% 381
2024
Q2
$1K Buy
+9
New +$1K ﹤0.01% 599