Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,646
Closed -$92.7K 1262
2025
Q1
$92.7K Sell
10,646
-10,541
-50% -$91.8K ﹤0.01% 1156
2024
Q4
$228K Buy
21,187
+1,513
+8% +$16.3K ﹤0.01% 910
2024
Q3
$211K Buy
+19,674
New +$211K ﹤0.01% 863