Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,818
Closed -$178K 1556
2025
Q1
$178K Buy
3,818
+4
+0.1% +$187 ﹤0.01% 622
2024
Q4
$195K Hold
3,814
﹤0.01% 575
2024
Q3
$170K Sell
3,814
-202
-5% -$8.98K ﹤0.01% 620
2024
Q2
$161K Buy
4,016
+202
+5% +$8.09K ﹤0.01% 669
2024
Q1
$144K Buy
+3,814
New +$144K ﹤0.01% 609