Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-64
Closed -$17.4K 1809
2025
Q1
$17.4K Sell
64
-1,481
-96% -$403K ﹤0.01% 1145
2024
Q4
$513K Buy
1,545
+1,437
+1,331% +$477K 0.07% 129
2024
Q3
$35.8K Sell
108
-160
-60% -$53K 0.01% 864
2024
Q2
$84K Buy
+268
New +$84K 0.02% 400
2023
Q3
Hold
0
1141
2023
Q2
Hold
0
1117