Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-688
Closed -$32.6K 2516
2025
Q1
$32.6K Buy
688
+113
+20% +$5.36K ﹤0.01% 1872
2024
Q4
$36.1K Buy
575
+50
+10% +$3.14K ﹤0.01% 1593
2024
Q3
$30.2K Buy
525
+180
+52% +$10.4K ﹤0.01% 1717
2024
Q2
$14.3K Sell
345
-96
-22% -$3.98K ﹤0.01% 1992
2024
Q1
$19.7K Sell
441
-16
-4% -$715 ﹤0.01% 1857
2023
Q4
$19.7K Buy
457
+288
+170% +$12.4K ﹤0.01% 1834
2023
Q3
$5.09K Buy
169
+74
+78% +$2.23K ﹤0.01% 2168
2023
Q2
$2.78K Buy
+95
New +$2.78K ﹤0.01% 2342
2023
Q1
Sell
-10
Closed -$278 2793
2022
Q4
$278 Buy
+10
New +$278 ﹤0.01% 2681