Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-161
Closed -$99.1K 801
2025
Q1
$99.1K Buy
161
+56
+53% +$34.5K ﹤0.01% 750
2024
Q4
$55.6K Hold
105
﹤0.01% 853
2024
Q3
$63.1K Sell
105
-78
-43% -$46.9K ﹤0.01% 830
2024
Q2
$117K Buy
183
+69
+61% +$44.3K ﹤0.01% 766
2024
Q1
$66.7K Buy
+114
New +$66.7K ﹤0.01% 810