Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-633
Closed -$37.7K 662
2025
Q1
$37.7K Buy
633
+385
+155% +$22.9K ﹤0.01% 946
2024
Q4
$15K Sell
248
-405
-62% -$24.5K ﹤0.01% 1144
2024
Q3
$47K Buy
653
+176
+37% +$12.7K ﹤0.01% 895
2024
Q2
$38K Buy
477
+58
+14% +$4.62K ﹤0.01% 1074
2024
Q1
$37.6K Buy
+419
New +$37.6K ﹤0.01% 931