Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-638
Closed -$16.9K 1484
2025
Q1
$16.9K Sell
638
-52
-8% -$1.38K ﹤0.01% 1129
2024
Q4
$27.8K Hold
690
﹤0.01% 998
2024
Q3
$27.5K Sell
690
-168
-20% -$6.7K ﹤0.01% 1000
2024
Q2
$42.1K Hold
858
﹤0.01% 1047
2024
Q1
$49K Buy
+858
New +$49K ﹤0.01% 876