Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,133
Closed -$169K 1482
2025
Q1
$169K Sell
3,133
-192
-6% -$10.4K ﹤0.01% 637
2024
Q4
$154K Buy
3,325
+298
+10% +$13.8K ﹤0.01% 645
2024
Q3
$153K Buy
3,027
+246
+9% +$12.4K ﹤0.01% 645
2024
Q2
$129K Buy
2,781
+427
+18% +$19.8K ﹤0.01% 733
2024
Q1
$103K Buy
+2,354
New +$103K ﹤0.01% 698