Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-140
Closed -$5K 2529
2025
Q1
$5K Buy
+140
New +$5K ﹤0.01% 1876
2024
Q4
Sell
-231
Closed -$10K 1914
2024
Q3
$10K Sell
231
-42
-15% -$1.82K ﹤0.01% 1739
2024
Q2
$12K Sell
273
-85
-24% -$3.74K ﹤0.01% 1623
2024
Q1
$21K Sell
358
-65
-15% -$3.81K ﹤0.01% 1457
2023
Q4
$22K Sell
423
-15
-3% -$780 ﹤0.01% 1450
2023
Q3
$17K Buy
+438
New +$17K ﹤0.01% 1528