Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
154
-103
-40% -$12.7K ﹤0.01% 1723
2025
Q1
$35K Buy
+257
New +$35K ﹤0.01% 1274
2024
Q4
Sell
-460
Closed -$89K 1345
2024
Q3
$89K Sell
460
-290
-39% -$56.1K 0.01% 1017
2024
Q2
$173K Buy
750
+40
+6% +$9.23K 0.02% 800
2024
Q1
$153K Buy
710
+93
+15% +$20K 0.01% 828
2023
Q4
$159K Buy
617
+189
+44% +$48.7K 0.02% 810
2023
Q3
$110K Buy
+428
New +$110K 0.01% 902