Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-436
Closed -$28.2K 1442
2025
Q1
$28.2K Sell
436
-452
-51% -$29.2K ﹤0.01% 1016
2024
Q4
$93.9K Sell
888
-20
-2% -$2.12K ﹤0.01% 753
2024
Q3
$91.6K Buy
908
+260
+40% +$26.2K ﹤0.01% 754
2024
Q2
$91.1K Hold
648
﹤0.01% 835
2024
Q1
$79.1K Buy
+648
New +$79.1K ﹤0.01% 766