Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-425
Closed -$16.5K 1058
2025
Q1
$16.5K Buy
425
+133
+46% +$5.15K ﹤0.01% 1133
2024
Q4
$9.88K Sell
292
-436
-60% -$14.7K ﹤0.01% 1251
2024
Q3
$29.7K Buy
728
+185
+34% +$7.56K ﹤0.01% 978
2024
Q2
$23.3K Buy
543
+305
+128% +$13.1K ﹤0.01% 1232
2024
Q1
$8.82K Buy
+238
New +$8.82K ﹤0.01% 1231