Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11
Closed -$79.7K 1345
2025
Q1
$79.7K Hold
11
﹤0.01% 799
2024
Q4
$90K Buy
11
+1
+10% +$8.18K ﹤0.01% 764
2024
Q3
$98.1K Hold
10
﹤0.01% 743
2024
Q2
$81K Buy
10
+1
+11% +$8.1K ﹤0.01% 865
2024
Q1
$63K Buy
+9
New +$63K ﹤0.01% 825