Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,021
Closed -$78.7K 649
2025
Q1
$78.7K Sell
16,021
-4,112
-20% -$20.2K 0.02% 509
2024
Q4
$102K Buy
20,133
+9,367
+87% +$47.5K 0.02% 584
2024
Q3
$74.2K Sell
10,766
-3,183
-23% -$21.9K 0.02% 600
2024
Q2
$103K Buy
+13,949
New +$103K 0.03% 545