Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,165
Closed -$21.1K 1800
2025
Q1
$21.1K Buy
3,165
+1,177
+59% +$7.86K ﹤0.01% 1085
2024
Q4
$18.7K Buy
+1,988
New +$18.7K ﹤0.01% 1127
2024
Q2
Sell
-1,033
Closed -$6.23K 1851
2024
Q1
$6.23K Sell
1,033
-166
-14% -$1K ﹤0.01% 1246
2023
Q4
$10.5K Sell
1,199
-7,191
-86% -$62.7K ﹤0.01% 1017
2023
Q3
$62.1K Buy
8,390
+7,623
+994% +$56.4K 0.01% 235
2023
Q2
$6.17K Buy
+767
New +$6.17K ﹤0.01% 894