Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-701
Closed -$112K 1288
2025
Q1
$112K Buy
701
+223
+47% +$35.6K 0.01% 398
2024
Q4
$63.6K Buy
478
+123
+35% +$16.4K 0.01% 495
2024
Q3
$51.5K Buy
355
+217
+157% +$31.5K 0.01% 503
2024
Q2
$20.4K Buy
138
+49
+55% +$7.24K ﹤0.01% 602
2024
Q1
$13.6K Buy
+89
New +$13.6K ﹤0.01% 444