Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
366
-127
-26% -$6.59K ﹤0.01% 1738
2025
Q1
$24K Buy
+493
New +$24K ﹤0.01% 1423
2024
Q4
Sell
-772
Closed -$36K 1891
2024
Q3
$36K Sell
772
-79
-9% -$3.68K ﹤0.01% 1285
2024
Q2
$39K Sell
851
-48
-5% -$2.2K ﹤0.01% 1213
2024
Q1
$38K Sell
899
-80
-8% -$3.38K ﹤0.01% 1212
2023
Q4
$38K Sell
979
-171
-15% -$6.64K ﹤0.01% 1218
2023
Q3
$38K Buy
+1,150
New +$38K ﹤0.01% 1210