Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-769
Closed -$136K 1152
2025
Q1
$136K Buy
769
+350
+84% +$61.7K ﹤0.01% 688
2024
Q4
$82.3K Sell
419
-152
-27% -$29.9K ﹤0.01% 774
2024
Q3
$135K Sell
571
-25
-4% -$5.92K ﹤0.01% 674
2024
Q2
$151K Buy
596
+62
+12% +$15.7K ﹤0.01% 687
2024
Q1
$124K Buy
+534
New +$124K ﹤0.01% 651