Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-225
Closed -$83.2K 930
2025
Q1
$83.2K Hold
225
﹤0.01% 791
2024
Q4
$102K Hold
225
﹤0.01% 737
2024
Q3
$96.9K Sell
225
-85
-27% -$36.6K ﹤0.01% 745
2024
Q2
$109K Buy
310
+106
+52% +$37.1K ﹤0.01% 787
2024
Q1
$43.9K Buy
+204
New +$43.9K ﹤0.01% 899