Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-404
Closed -$37.4K 1694
2025
Q1
$37.4K Buy
+404
New +$37.4K 0.01% 910
2024
Q3
Sell
-699
Closed -$68.4K 1580
2024
Q2
$68.4K Buy
699
+522
+295% +$51.1K 0.02% 486
2024
Q1
$21.8K Sell
177
-2,316
-93% -$285K ﹤0.01% 841
2023
Q4
$303K Buy
2,493
+953
+62% +$116K 0.05% 110
2023
Q3
$182K Buy
1,540
+1,351
+715% +$160K 0.04% 109
2023
Q2
$24.8K Buy
189
+139
+278% +$18.3K 0.01% 440
2023
Q1
$6.76K Buy
+50
New +$6.76K ﹤0.01% 835