Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-203
Closed -$21.5K 1493
2025
Q1
$21.5K Sell
203
-15
-7% -$1.59K ﹤0.01% 1080
2024
Q4
$24.3K Buy
218
+29
+15% +$3.24K ﹤0.01% 1038
2024
Q3
$24.1K Buy
189
+75
+66% +$9.58K ﹤0.01% 1025
2024
Q2
$12K Buy
114
+11
+11% +$1.16K ﹤0.01% 1402
2024
Q1
$11.3K Buy
+103
New +$11.3K ﹤0.01% 1167
2023
Q1
Sell
-1,762
Closed -$247K 520
2022
Q4
$247K Buy
+1,762
New +$247K ﹤0.01% 422