Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5K Buy
80
+14
+21% +$3.06K ﹤0.01% 1808
2025
Q1
$9.23K Buy
+66
New +$9.23K ﹤0.01% 1806
2024
Q4
Sell
-258
Closed -$44K 1929
2024
Q3
$44K Sell
258
-27
-9% -$4.6K ﹤0.01% 1439
2024
Q2
$40.2K Buy
+285
New +$40.2K 0.01% 1123
2024
Q1
Sell
-1,823
Closed -$192K 1756
2023
Q4
$192K Buy
+1,823
New +$192K 0.04% 632