Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-783
Closed -$56.6K 1644
2025
Q1
$56.6K Sell
783
-154
-16% -$11.1K ﹤0.01% 872
2024
Q4
$71.7K Buy
937
+55
+6% +$4.21K ﹤0.01% 796
2024
Q3
$78.2K Sell
882
-3,835
-81% -$340K ﹤0.01% 793
2024
Q2
$453K Buy
4,717
+3,839
+437% +$368K 0.01% 435
2024
Q1
$70.6K Buy
+878
New +$70.6K ﹤0.01% 799