Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
379
-735
-66% -$350K 0.04% 368
2025
Q1
$409K Buy
+1,114
New +$409K 0.09% 183
2024
Q3
Sell
-4
Closed -$1.72K 1657
2024
Q2
$1.72K Sell
4
-8
-67% -$3.44K ﹤0.01% 1633
2024
Q1
$4.55K Buy
+12
New +$4.55K ﹤0.01% 1323
2023
Q4
Sell
-117
Closed -$36.7K 1369
2023
Q3
$36.7K Buy
+117
New +$36.7K 0.01% 383