Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,163
Closed -$25.7K 1238
2025
Q1
$25.7K Buy
1,163
+191
+20% +$4.22K ﹤0.01% 387
2024
Q4
$40.6K Sell
972
-579
-37% -$24.2K ﹤0.01% 314
2024
Q3
$13.6K Sell
1,551
-903
-37% -$7.89K ﹤0.01% 394
2024
Q2
$17.3K Buy
+2,454
New +$17.3K ﹤0.01% 311