Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-180
Closed -$23K 1332
2025
Q1
$23K Buy
180
+41
+29% +$5.24K ﹤0.01% 1060
2024
Q4
$21.2K Buy
139
+95
+216% +$14.5K ﹤0.01% 1067
2024
Q3
$7.87K Sell
44
-41
-48% -$7.34K ﹤0.01% 1215
2024
Q2
$14.9K Sell
85
-40
-32% -$6.99K ﹤0.01% 1332
2024
Q1
$21.1K Buy
+125
New +$21.1K ﹤0.01% 1052