Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-208
Closed -$12.6K 367
2025
Q1
$12.6K Sell
208
-181
-47% -$11K ﹤0.01% 262
2024
Q4
$26.9K Buy
389
+230
+145% +$15.9K ﹤0.01% 160
2024
Q3
$10.5K Buy
+159
New +$10.5K ﹤0.01% 257
2024
Q1
Sell
-261
Closed -$16.4K 264
2023
Q4
$16.4K Buy
+261
New +$16.4K 0.01% 223