Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,141
Closed -$136K 1752
2025
Q1
$136K Sell
1,141
-68
-6% -$8.12K ﹤0.01% 686
2024
Q4
$140K Sell
1,209
-15
-1% -$1.74K ﹤0.01% 666
2024
Q3
$165K Sell
1,224
-17
-1% -$2.3K ﹤0.01% 626
2024
Q2
$160K Buy
1,241
+121
+11% +$15.6K ﹤0.01% 672
2024
Q1
$128K Buy
+1,120
New +$128K ﹤0.01% 638