Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-340
Closed -$11.2K 987
2025
Q1
$11.2K Sell
340
-99
-23% -$3.28K ﹤0.01% 1223
2024
Q4
$16.9K Buy
439
+99
+29% +$3.8K ﹤0.01% 1118
2024
Q3
$11.4K Buy
340
+20
+6% +$669 ﹤0.01% 1156
2024
Q2
$9.16K Buy
320
+47
+17% +$1.35K ﹤0.01% 1477
2024
Q1
$8.32K Buy
+273
New +$8.32K ﹤0.01% 1245