Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Buy
319
+15
+5% +$1.32K ﹤0.01% 1554
2025
Q1
$28K Buy
+304
New +$28K ﹤0.01% 1344
2024
Q4
Sell
-393
Closed -$39K 1268
2024
Q3
$39K Sell
393
-59
-13% -$5.86K ﹤0.01% 1245
2024
Q2
$40K Sell
452
-57
-11% -$5.04K ﹤0.01% 1199
2024
Q1
$42K Sell
509
-40
-7% -$3.3K ﹤0.01% 1182
2023
Q4
$42K Sell
549
-52
-9% -$3.98K ﹤0.01% 1176
2023
Q3
$46K Buy
+601
New +$46K 0.01% 1149