Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-774
Closed -$47.6K 1066
2025
Q1
$47.6K Sell
774
-85
-10% -$5.23K ﹤0.01% 900
2024
Q4
$48K Buy
859
+55
+7% +$3.08K ﹤0.01% 884
2024
Q3
$58.1K Buy
804
+291
+57% +$21K ﹤0.01% 853
2024
Q2
$29K Buy
513
+169
+49% +$9.55K ﹤0.01% 1156
2024
Q1
$17.6K Buy
+344
New +$17.6K ﹤0.01% 1080