Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-175
Closed -$46.3K 1101
2025
Q1
$46.3K Sell
175
-61
-26% -$16.2K ﹤0.01% 906
2024
Q4
$59.7K Buy
236
+41
+21% +$10.4K ﹤0.01% 833
2024
Q3
$61.8K Sell
195
-156
-44% -$49.5K ﹤0.01% 837
2024
Q2
$122K Sell
351
-88
-20% -$30.5K ﹤0.01% 758
2024
Q1
$201K Buy
+439
New +$201K ﹤0.01% 526
2023
Q3
Sell
-57
Closed -$25.5K 572
2023
Q2
$25.5K Buy
+57
New +$25.5K ﹤0.01% 578