Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-478
Closed -$11.7K 1411
2025
Q1
$11.7K Sell
478
-34
-7% -$829 ﹤0.01% 1213
2024
Q4
$12.4K Buy
512
+174
+51% +$4.23K ﹤0.01% 1193
2024
Q3
$10.6K Buy
338
+53
+19% +$1.66K ﹤0.01% 1167
2024
Q2
$5.46K Sell
285
-8
-3% -$153 ﹤0.01% 1595
2024
Q1
$6.35K Buy
+293
New +$6.35K ﹤0.01% 1304
2020
Q1
Sell
-5,239
Closed -$211K 172
2019
Q4
$211K Buy
+5,239
New +$211K 0.01% 163