Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-717
Closed -$44.3K 1084
2025
Q1
$44.3K Sell
717
-2,220
-76% -$137K ﹤0.01% 914
2024
Q4
$212K Buy
2,937
+2,063
+236% +$149K ﹤0.01% 549
2024
Q3
$71.2K Buy
874
+86
+11% +$7.01K ﹤0.01% 812
2024
Q2
$61.4K Buy
788
+121
+18% +$9.43K ﹤0.01% 943
2024
Q1
$47.6K Buy
+667
New +$47.6K ﹤0.01% 883