Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-927
Closed -$77.4K 1038
2025
Q1
$77.4K Buy
927
+31
+3% +$2.59K ﹤0.01% 813
2024
Q4
$75.5K Hold
896
﹤0.01% 789
2024
Q3
$78.4K Sell
896
-105
-10% -$9.19K ﹤0.01% 792
2024
Q2
$93.6K Sell
1,001
-1
-0.1% -$93 ﹤0.01% 828
2024
Q1
$86.9K Buy
+1,002
New +$86.9K ﹤0.01% 744