Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,099
Closed -$4K 1452
2025
Q1
$4K Sell
2,099
-7,387
-78% -$14.1K ﹤0.01% 1237
2024
Q4
$27K Buy
9,486
+6,286
+196% +$17.9K ﹤0.01% 1250
2024
Q3
$12K Buy
+3,200
New +$12K ﹤0.01% 1183
2024
Q2
Sell
-151
Closed -$6K 1308
2024
Q1
$6K Buy
+151
New +$6K ﹤0.01% 1280