Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-302
Closed -$22.7K 1434
2025
Q1
$22.7K Sell
302
-595
-66% -$44.6K ﹤0.01% 831
2024
Q4
$68.6K Buy
897
+15
+2% +$1.15K 0.01% 593
2024
Q3
$66.1K Sell
882
-27
-3% -$2.02K 0.01% 597
2024
Q2
$64.9K Sell
909
-27
-3% -$1.93K 0.01% 571
2024
Q1
$70.3K Buy
+936
New +$70.3K 0.01% 546