Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-581
Closed -$181K 45
2025
Q1
$181K Sell
581
-237
-29% -$73.8K 0.05% 54
2024
Q4
$213K Buy
818
+133
+19% +$34.7K 0.1% 43
2024
Q3
$221K Buy
+685
New +$221K 0.08% 32
2024
Q2
Hold
0
30
2024
Q1
Hold
0
35
2023
Q4
Hold
0
26
2023
Q3
Hold
0
51