Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-796
Closed -$28.7K 1744
2025
Q1
$28.7K Buy
796
+595
+296% +$21.5K 0.01% 1002
2024
Q4
$8.42K Sell
201
-372
-65% -$15.6K ﹤0.01% 1266
2024
Q3
$18.5K Sell
573
-713
-55% -$23.1K ﹤0.01% 1105
2024
Q2
$49.9K Buy
+1,286
New +$49.9K 0.01% 635
2024
Q1
Sell
-247
Closed -$13.1K 1623
2023
Q4
$13.1K Sell
247
-315
-56% -$16.7K ﹤0.01% 929
2023
Q3
$26.3K Buy
562
+80
+17% +$3.74K 0.01% 529
2023
Q2
$21.1K Buy
+482
New +$21.1K 0.01% 528