Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,599
Closed -$125K 1207
2025
Q1
$125K Buy
1,599
+113
+8% +$8.81K ﹤0.01% 704
2024
Q4
$121K Sell
1,486
-91
-6% -$7.44K ﹤0.01% 699
2024
Q3
$122K Sell
1,577
-29
-2% -$2.24K ﹤0.01% 694
2024
Q2
$140K Buy
1,606
+18
+1% +$1.57K ﹤0.01% 708
2024
Q1
$122K Buy
+1,588
New +$122K ﹤0.01% 653