Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-128
Closed -$10.3K 516
2025
Q1
$10.3K Sell
128
-14
-10% -$1.13K 0.01% 359
2024
Q4
$11.7K Sell
142
-22
-13% -$1.81K 0.01% 362
2024
Q3
$12.7K Sell
164
-100
-38% -$7.75K 0.01% 385
2024
Q2
$18.6K Hold
264
0.01% 336
2024
Q1
$19.6K Buy
264
+154
+140% +$11.4K 0.01% 325
2023
Q4
$7.32K Hold
110
﹤0.01% 388
2023
Q3
$7.47K Buy
+110
New +$7.47K ﹤0.01% 388