Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-795
Closed -$38.4K 469
2025
Q1
$38.4K Buy
795
+526
+196% +$25.4K 0.01% 278
2024
Q4
$10K Buy
269
+1
+0.4% +$37 ﹤0.01% 523
2024
Q3
$14.3K Buy
268
+2
+0.8% +$107 ﹤0.01% 483
2024
Q2
$11.1K Buy
266
+2
+0.8% +$84 ﹤0.01% 494
2024
Q1
$9.47K Buy
264
+1
+0.4% +$36 ﹤0.01% 498
2023
Q4
$10.9K Buy
263
+3
+1% +$124 ﹤0.01% 504
2023
Q3
$9.61K Buy
+260
New +$9.61K ﹤0.01% 500