Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-420
Closed -$8.15K 1270
2025
Q1
$8.15K Buy
420
+81
+24% +$1.57K ﹤0.01% 1299
2024
Q4
$6.01K Hold
339
﹤0.01% 1349
2024
Q3
$6.45K Sell
339
-108
-24% -$2.06K ﹤0.01% 1252
2024
Q2
$8.85K Buy
447
+23
+5% +$455 ﹤0.01% 1486
2024
Q1
$8K Buy
+424
New +$8K ﹤0.01% 1259