Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-528
Closed -$42.4K 891
2025
Q1
$42.4K Hold
528
﹤0.01% 925
2024
Q4
$41.2K Buy
528
+142
+37% +$11.1K ﹤0.01% 913
2024
Q3
$29.5K Sell
386
-39
-9% -$2.99K ﹤0.01% 981
2024
Q2
$35.6K Buy
425
+39
+10% +$3.27K ﹤0.01% 1095
2024
Q1
$33.3K Buy
+386
New +$33.3K ﹤0.01% 955