Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-626
Closed -$66.9K 193
2025
Q1
$66.9K Sell
626
-13
-2% -$1.39K 0.01% 398
2024
Q4
$78.8K Buy
639
+12
+2% +$1.48K 0.01% 376
2024
Q3
$89.7K Buy
627
+77
+14% +$11K 0.02% 329
2024
Q2
$90K Buy
550
+307
+126% +$50.2K 0.02% 315
2024
Q1
$30.4K Buy
243
+88
+57% +$11K 0.01% 552
2023
Q4
$11.6K Buy
+155
New +$11.6K ﹤0.01% 783