Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-896
Closed -$46.6K 1176
2025
Q1
$46.6K Buy
+896
New +$46.6K 0.01% 723
2024
Q4
Sell
-863
Closed -$57.7K 1199
2024
Q3
$57.7K Sell
863
-7,347
-89% -$492K 0.01% 774
2024
Q2
$455K Buy
+8,210
New +$455K 0.05% 294