Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-262
Closed -$70.3K 1349
2025
Q1
$70.3K Buy
262
+137
+110% +$36.8K 0.01% 590
2024
Q4
$30.8K Sell
125
-2
-2% -$492 ﹤0.01% 760
2024
Q3
$29.4K Sell
127
-12
-9% -$2.78K ﹤0.01% 758
2024
Q2
$28K Sell
139
-20
-13% -$4.03K ﹤0.01% 731
2024
Q1
$30.5K Buy
+159
New +$30.5K ﹤0.01% 706