Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-504
Closed -$3K 1733
2025
Q1
$3K Sell
504
-229
-31% -$1.36K ﹤0.01% 1247
2024
Q4
$6K Sell
733
-1,027
-58% -$8.41K ﹤0.01% 1424
2024
Q3
$14K Buy
+1,760
New +$14K ﹤0.01% 1161
2024
Q2
Sell
-468
Closed -$17K 1570
2024
Q1
$17K Buy
+468
New +$17K ﹤0.01% 1191