Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-375
Closed -$13.9K 1773
2025
Q1
$13.9K Buy
375
+47
+14% +$1.74K ﹤0.01% 870
2024
Q4
$12.7K Buy
328
+41
+14% +$1.59K ﹤0.01% 935
2024
Q3
$10.1K Sell
287
-32
-10% -$1.12K ﹤0.01% 921
2024
Q2
$11.8K Buy
319
+29
+10% +$1.07K ﹤0.01% 827
2024
Q1
$11.4K Buy
290
+171
+144% +$6.74K ﹤0.01% 830
2023
Q4
$5.63K Buy
+119
New +$5.63K ﹤0.01% 948
2023
Q2
Sell
-3
Closed -$92 1497
2023
Q1
$92 Sell
3
-82
-96% -$2.52K ﹤0.01% 1399
2022
Q4
$2.32K Sell
85
-35
-29% -$957 ﹤0.01% 1060
2022
Q3
$4K Buy
+120
New +$4K ﹤0.01% 989