Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1215
2025
Q1
Hold
0
1357
2024
Q3
Sell
-16,966
Closed -$43.6K 1581
2024
Q2
$43.6K Sell
16,966
-22,408
-57% -$57.6K ﹤0.01% 1456
2024
Q1
$87.8K Buy
39,374
+12,537
+47% +$28K ﹤0.01% 1256
2023
Q4
$78.1K Buy
+26,837
New +$78.1K ﹤0.01% 1116