Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-447
Closed -$26K 1629
2025
Q1
$26K Sell
447
-4
-0.9% -$232 ﹤0.01% 1028
2024
Q4
$31.1K Buy
451
+191
+73% +$13.2K ﹤0.01% 971
2024
Q3
$17.3K Sell
260
-370
-59% -$24.6K ﹤0.01% 1085
2024
Q2
$62.8K Buy
630
+370
+142% +$36.9K ﹤0.01% 934
2024
Q1
$21.5K Buy
+260
New +$21.5K ﹤0.01% 1047