Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-364
Closed -$18.3K 1465
2025
Q1
$18.3K Buy
+364
New +$18.3K ﹤0.01% 870
2023
Q4
Sell
-691
Closed -$23.3K 1238
2023
Q3
$23.3K Sell
691
-1,019
-60% -$34.3K 0.01% 569
2023
Q2
$57.2K Buy
+1,710
New +$57.2K 0.02% 458
2023
Q1
Sell
-150
Closed -$4K 717
2022
Q4
$4K Buy
+150
New +$4K ﹤0.01% 409