Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55K Buy
267
+2
+0.8% +$412 ﹤0.01% 1278
2025
Q1
$57K Buy
+265
New +$57K ﹤0.01% 1124
2024
Q4
Sell
-289
Closed -$50K 1592
2024
Q3
$50K Sell
289
-7
-2% -$1.21K ﹤0.01% 1175
2024
Q2
$48K Sell
296
-30
-9% -$4.87K ﹤0.01% 1151
2024
Q1
$48K Sell
326
-48
-13% -$7.07K ﹤0.01% 1145
2023
Q4
$48K Sell
374
-175
-32% -$22.5K ﹤0.01% 1140
2023
Q3
$57K Buy
+549
New +$57K 0.01% 1088