Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-99
Closed -$58.6K 665
2025
Q1
$58.6K Hold
99
﹤0.01% 866
2024
Q4
$60.9K Hold
99
﹤0.01% 830
2024
Q3
$53.7K Buy
99
+1
+1% +$542 ﹤0.01% 865
2024
Q2
$38.6K Sell
98
-1
-1% -$394 ﹤0.01% 1071
2024
Q1
$37.7K Buy
+99
New +$37.7K ﹤0.01% 930