Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-233
Closed -$81.3K 1762
2025
Q1
$81.3K Buy
233
+24
+11% +$8.37K ﹤0.01% 796
2024
Q4
$70.7K Buy
209
+9
+5% +$3.05K ﹤0.01% 803
2024
Q3
$62.6K Buy
200
+35
+21% +$10.9K ﹤0.01% 834
2024
Q2
$50.9K Buy
165
+14
+9% +$4.32K ﹤0.01% 992
2024
Q1
$42.7K Buy
+151
New +$42.7K ﹤0.01% 907