Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,079
Closed -$48.7K 1649
2025
Q1
$48.7K Buy
1,079
+71
+7% +$3.21K ﹤0.01% 897
2024
Q4
$43.8K Buy
1,008
+10
+1% +$434 ﹤0.01% 904
2024
Q3
$45.2K Buy
998
+367
+58% +$16.6K ﹤0.01% 901
2024
Q2
$23.6K Buy
631
+350
+125% +$13.1K ﹤0.01% 1228
2024
Q1
$10.8K Buy
+281
New +$10.8K ﹤0.01% 1182