Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-167
Closed -$28.8K 67
2025
Q1
$28.8K Hold
167
0.04% 77
2024
Q4
$41.5K Sell
167
-33
-17% -$8.19K 0.02% 75
2024
Q3
$35.6K Buy
200
+25
+14% +$4.45K 0.02% 72
2024
Q2
$38.9K Sell
175
-50
-22% -$11.1K 0.02% 75
2024
Q1
$59.7K Buy
+225
New +$59.7K 0.04% 66