Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-147
Closed -$19K 771
2025
Q1
$19K Sell
147
-118
-45% -$15.2K ﹤0.01% 775
2024
Q4
$37.9K Sell
265
-29
-10% -$4.14K ﹤0.01% 647
2024
Q3
$44K Buy
294
+103
+54% +$15.4K ﹤0.01% 700
2024
Q2
$24.7K Buy
191
+46
+32% +$5.94K ﹤0.01% 798
2024
Q1
$19.7K Buy
145
+38
+36% +$5.17K ﹤0.01% 880
2023
Q4
$12.8K Buy
+107
New +$12.8K ﹤0.01% 927