Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,362
Closed -$46K 407
2025
Q1
$46K Buy
1,362
+304
+29% +$10.3K ﹤0.01% 586
2024
Q4
$31.3K Hold
1,058
﹤0.01% 691
2024
Q3
$33.2K Hold
1,058
﹤0.01% 770
2024
Q2
$38.2K Buy
+1,058
New +$38.2K ﹤0.01% 701