Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-94
Closed -$14.8K 1577
2025
Q1
$14.8K Buy
+94
New +$14.8K ﹤0.01% 895
2024
Q3
Sell
-134
Closed -$23.7K 1579
2024
Q2
$23.7K Buy
+134
New +$23.7K ﹤0.01% 889
2024
Q1
Sell
-1,143
Closed -$222K 1577
2023
Q4
$222K Sell
1,143
-100
-8% -$19.5K 0.07% 253
2023
Q3
$234K Buy
+1,243
New +$234K 0.11% 180
2023
Q2
Sell
-144
Closed -$26.5K 1038
2023
Q1
$26.5K Buy
+144
New +$26.5K 0.02% 271