Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-657
Closed -$12.2K 996
2025
Q1
$12.2K Buy
657
+548
+503% +$10.1K ﹤0.01% 747
2024
Q4
$1.8K Sell
109
-23
-17% -$379 ﹤0.01% 865
2024
Q3
$1.85K Sell
132
-2,151
-94% -$30.2K ﹤0.01% 805
2024
Q2
$16.5K Buy
2,283
+62
+3% +$449 ﹤0.01% 721
2024
Q1
$17.9K Buy
+2,221
New +$17.9K ﹤0.01% 766