Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-309
Closed -$104K 1550
2025
Q1
$104K Sell
309
-21
-6% -$7.08K ﹤0.01% 738
2024
Q4
$112K Buy
330
+50
+18% +$17K ﹤0.01% 712
2024
Q3
$81.1K Sell
280
-91
-25% -$26.4K ﹤0.01% 782
2024
Q2
$110K Buy
371
+37
+11% +$11K ﹤0.01% 783
2024
Q1
$96.5K Buy
+334
New +$96.5K ﹤0.01% 712