Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,017
Closed -$131K 1362
2025
Q1
$131K Buy
1,017
+934
+1,125% +$121K 0.02% 530
2024
Q4
$11.9K Sell
83
-196
-70% -$28K ﹤0.01% 997
2024
Q3
$41.7K Buy
279
+29
+12% +$4.34K ﹤0.01% 838
2024
Q2
$32.3K Buy
+250
New +$32.3K ﹤0.01% 842