Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-575
Closed -$34.8K 1136
2025
Q1
$34.8K Sell
575
-253
-31% -$15.3K ﹤0.01% 963
2024
Q4
$57.2K Buy
828
+173
+26% +$11.9K ﹤0.01% 846
2024
Q3
$43.3K Sell
655
-1,533
-70% -$101K ﹤0.01% 910
2024
Q2
$125K Buy
2,188
+1,329
+155% +$75.7K ﹤0.01% 744
2024
Q1
$53.9K Buy
+859
New +$53.9K ﹤0.01% 854