Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2
Closed -$353 1858
2025
Q1
$353 Buy
+2
New +$353 ﹤0.01% 1721
2024
Q4
Sell
-140
Closed -$33.2K 1865
2024
Q3
$33.2K Hold
140
﹤0.01% 1045
2024
Q2
$29.6K Hold
140
﹤0.01% 1029
2024
Q1
$35.4K Hold
140
﹤0.01% 953
2023
Q4
$32.4K Sell
140
-413
-75% -$95.6K ﹤0.01% 905
2023
Q3
$109K Sell
553
-3
-0.5% -$590 0.02% 636
2023
Q2
$125K Buy
556
+40
+8% +$8.99K 0.02% 583
2023
Q1
$101K Buy
+516
New +$101K 0.02% 579