Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,532
Closed -$23.8K 1673
2025
Q1
$23.8K Buy
1,532
+51
+3% +$792 ﹤0.01% 1054
2024
Q4
$31.8K Hold
1,481
﹤0.01% 969
2024
Q3
$29.5K Sell
1,481
-401
-21% -$8K ﹤0.01% 980
2024
Q2
$28.9K Buy
1,882
+111
+6% +$1.7K ﹤0.01% 1157
2024
Q1
$33.3K Buy
+1,771
New +$33.3K ﹤0.01% 954