Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.14K Buy
149
+86
+137% +$2.39K ﹤0.01% 1082
2025
Q1
$2.2K Buy
63
+49
+350% +$1.71K ﹤0.01% 1066
2024
Q4
$561 Sell
14
-3,127
-100% -$125K ﹤0.01% 1179
2024
Q3
$172K Sell
3,141
-25
-0.8% -$1.37K 0.03% 304
2024
Q2
$167K Buy
+3,166
New +$167K 0.02% 467
2024
Q1
Sell
-152
Closed -$8.35K 671
2023
Q4
$8.35K Buy
152
+38
+33% +$2.09K ﹤0.01% 785
2023
Q3
$5.88K Sell
114
-183
-62% -$9.43K ﹤0.01% 926
2023
Q2
$16K Buy
+297
New +$16K ﹤0.01% 908