Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-344
Closed -$22K 696
2025
Q1
$22K Buy
+344
New +$22K 0.01% 267
2023
Q4
Sell
-302
Closed -$11.5K 438
2023
Q3
$11.5K Buy
302
+9
+3% +$344 ﹤0.01% 316
2023
Q2
$10.6K Buy
+293
New +$10.6K ﹤0.01% 336