Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-122
Closed -$2.96K 2752
2025
Q1
$2.96K Buy
122
+61
+100% +$1.48K ﹤0.01% 865
2024
Q4
$2.06K Sell
61
-26
-30% -$879 ﹤0.01% 724
2024
Q3
$4.18K Sell
87
-16,600
-99% -$797K ﹤0.01% 604
2024
Q2
$787K Buy
+16,687
New +$787K 0.19% 89