Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,918
Closed -$38.8K 2099
2025
Q1
$38.8K Buy
+3,918
New +$38.8K ﹤0.01% 1579
2024
Q4
Sell
-31,337
Closed -$367K 1743
2024
Q3
$367K Buy
+31,337
New +$367K 0.03% 809
2024
Q2
Sell
-83
Closed -$1.48K 1616
2024
Q1
$1.48K Buy
+83
New +$1.48K ﹤0.01% 1119