Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,607
Closed -$88K 1103
2025
Q1
$88K Sell
1,607
-56
-3% -$3.07K ﹤0.01% 773
2024
Q4
$104K Sell
1,663
-100
-6% -$6.27K ﹤0.01% 725
2024
Q3
$109K Sell
1,763
-55
-3% -$3.4K ﹤0.01% 718
2024
Q2
$132K Sell
1,818
-26
-1% -$1.89K ﹤0.01% 727
2024
Q1
$136K Buy
+1,844
New +$136K ﹤0.01% 622