Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Buy
172
+85
+98% +$26.7K ﹤0.01% 854
2025
Q1
$25.8K Buy
+87
New +$25.8K ﹤0.01% 835
2024
Q3
Sell
-9
Closed -$3.71K 1041
2024
Q2
$3.71K Sell
9
-1,791
-100% -$738K ﹤0.01% 903
2024
Q1
$727K Buy
+1,800
New +$727K ﹤0.01% 554