Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-142
Closed -$6.7K 952
2025
Q1
$6.7K Sell
142
-1,700
-92% -$80.2K ﹤0.01% 1347
2024
Q4
$97.4K Sell
1,842
-2
-0.1% -$106 ﹤0.01% 745
2024
Q3
$102K Sell
1,844
-762
-29% -$42.3K ﹤0.01% 730
2024
Q2
$179K Buy
2,606
+910
+54% +$62.5K ﹤0.01% 643
2024
Q1
$137K Buy
+1,696
New +$137K ﹤0.01% 620