Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-237
Closed -$10.7K 1770
2025
Q1
$10.7K Buy
+237
New +$10.7K ﹤0.01% 1245
2024
Q4
Sell
-1,351
Closed -$111K 1671
2024
Q3
$111K Buy
+1,351
New +$111K 0.03% 374
2024
Q2
Sell
-20
Closed -$1.77K 1815
2024
Q1
$1.77K Buy
+20
New +$1.77K ﹤0.01% 1483