Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53
Closed -$5.17K 685
2025
Q1
$5.17K Buy
+53
New +$5.17K ﹤0.01% 456
2024
Q4
Sell
-590
Closed -$66K 594
2024
Q3
$66K Hold
590
0.01% 300
2024
Q2
$56.3K Sell
590
-20
-3% -$1.91K ﹤0.01% 402
2024
Q1
$54.1K Buy
610
+213
+54% +$18.9K ﹤0.01% 386
2023
Q4
$32.7K Buy
+397
New +$32.7K ﹤0.01% 395