Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-538
Closed -$11.8K 835
2025
Q1
$11.8K Sell
538
-251
-32% -$5.5K ﹤0.01% 1206
2024
Q4
$17.3K Hold
789
﹤0.01% 1115
2024
Q3
$19.4K Buy
789
+109
+16% +$2.68K ﹤0.01% 1071
2024
Q2
$12.1K Buy
680
+144
+27% +$2.56K ﹤0.01% 1398
2024
Q1
$8.68K Buy
+536
New +$8.68K ﹤0.01% 1235