Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-560
Closed -$101K 1031
2025
Q1
$101K Buy
560
+35
+7% +$6.31K ﹤0.01% 745
2024
Q4
$104K Buy
525
+10
+2% +$1.97K ﹤0.01% 731
2024
Q3
$80.7K Sell
515
-8
-2% -$1.25K ﹤0.01% 783
2024
Q2
$62.1K Hold
523
﹤0.01% 937
2024
Q1
$55.5K Buy
+523
New +$55.5K ﹤0.01% 848