Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5
Closed -$883 1008
2025
Q1
$883 Sell
5
-24
-83% -$4.24K ﹤0.01% 853
2024
Q4
$5.64K Sell
29
-29
-50% -$5.64K ﹤0.01% 566
2024
Q3
$10.4K Hold
58
0.01% 452
2024
Q2
$11.9K Buy
58
+35
+152% +$7.17K 0.01% 402
2024
Q1
$5.79K Hold
23
﹤0.01% 555
2023
Q4
$4.22K Buy
+23
New +$4.22K ﹤0.01% 608