Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,032
Closed -$37.4K 3288
2025
Q1
$37.4K Buy
16,032
+1,213
+8% +$2.83K ﹤0.01% 2040
2024
Q4
$39.9K Buy
+14,819
New +$39.9K ﹤0.01% 1928
2024
Q2
Sell
-14,113
Closed -$39.1K 2554
2024
Q1
$39.1K Buy
+14,113
New +$39.1K 0.01% 1509