Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-184
Closed -$30.7K 526
2025
Q1
$30.7K Hold
184
﹤0.01% 477
2024
Q4
$30.4K Hold
184
﹤0.01% 515
2024
Q3
$24.5K Sell
184
-274
-60% -$36.5K ﹤0.01% 551
2024
Q2
$57.7K Hold
458
﹤0.01% 428
2024
Q1
$67.3K Buy
+458
New +$67.3K ﹤0.01% 413