Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-441
Closed -$77.2K 1111
2025
Q1
$77.2K Buy
441
+73
+20% +$12.8K ﹤0.01% 815
2024
Q4
$77.2K Sell
368
-24
-6% -$5.03K ﹤0.01% 786
2024
Q3
$113K Sell
392
-91
-19% -$26.1K ﹤0.01% 714
2024
Q2
$162K Buy
483
+123
+34% +$41.3K ﹤0.01% 665
2024
Q1
$102K Buy
+360
New +$102K ﹤0.01% 699