Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-207
Closed -$76.5K 735
2025
Q1
$76.5K Buy
207
+124
+149% +$45.8K 0.01% 573
2024
Q4
$37.7K Buy
83
+29
+54% +$13.2K ﹤0.01% 719
2024
Q3
$26.9K Buy
54
+9
+20% +$4.48K ﹤0.01% 784
2024
Q2
$16.4K Sell
45
-6
-12% -$2.19K ﹤0.01% 830
2024
Q1
$19.5K Buy
+51
New +$19.5K ﹤0.01% 782