Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,224
Closed -$143K 1041
2025
Q1
$143K Sell
3,224
-64
-2% -$2.83K ﹤0.01% 675
2024
Q4
$155K Sell
3,288
-12
-0.4% -$565 ﹤0.01% 642
2024
Q3
$155K Buy
3,300
+18
+0.5% +$848 ﹤0.01% 643
2024
Q2
$122K Hold
3,282
﹤0.01% 757
2024
Q1
$109K Buy
+3,282
New +$109K ﹤0.01% 685