Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-216
Closed -$15.6K 1693
2025
Q1
$15.6K Sell
216
-135
-38% -$9.76K ﹤0.01% 1146
2024
Q4
$39.9K Buy
351
+199
+131% +$22.6K ﹤0.01% 917
2024
Q3
$15.1K Sell
152
-199
-57% -$19.8K ﹤0.01% 1111
2024
Q2
$28.7K Buy
351
+200
+132% +$16.3K ﹤0.01% 1161
2024
Q1
$7.25K Buy
+151
New +$7.25K ﹤0.01% 1277