Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,603
Closed -$31.4K 979
2025
Q1
$31.4K Buy
1,603
+411
+34% +$8.05K ﹤0.01% 774
2024
Q4
$18.7K Buy
1,192
+96
+9% +$1.5K ﹤0.01% 863
2024
Q3
$17K Sell
1,096
-185
-14% -$2.86K ﹤0.01% 881
2024
Q2
$22K Sell
1,281
-220
-15% -$3.77K ﹤0.01% 776
2024
Q1
$25.9K Buy
+1,501
New +$25.9K ﹤0.01% 734