Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-89
Closed -$4.32K 1034
2025
Q1
$4.32K Buy
+89
New +$4.32K ﹤0.01% 1305
2024
Q2
Hold
0
1132
2024
Q1
Hold
0
1264
2023
Q3
Hold
0
1154
2023
Q2
Sell
-7,250
Closed -$460K 1201
2023
Q1
$460K Buy
+7,250
New +$460K ﹤0.01% 730