Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,332
Closed -$47.2K 846
2025
Q1
$47.2K Hold
1,332
﹤0.01% 904
2024
Q4
$52.7K Hold
1,332
﹤0.01% 862
2024
Q3
$53.6K Sell
1,332
-30
-2% -$1.21K ﹤0.01% 867
2024
Q2
$47.8K Hold
1,362
﹤0.01% 1007
2024
Q1
$34.5K Buy
+1,362
New +$34.5K ﹤0.01% 946