Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,730
Closed -$74.1K 1821
2025
Q1
$74.1K Buy
+2,730
New +$74.1K 0.02% 624
2024
Q3
Sell
-39
Closed -$1.72K 1763
2024
Q2
$1.72K Sell
39
-103
-73% -$4.54K ﹤0.01% 1634
2024
Q1
$8.82K Sell
142
-72
-34% -$4.47K ﹤0.01% 1184
2023
Q4
$16.8K Sell
214
-96
-31% -$7.55K ﹤0.01% 807
2023
Q3
$19.9K Buy
310
+69
+29% +$4.44K ﹤0.01% 644
2023
Q2
$19.9K Sell
241
-351
-59% -$28.9K 0.01% 555
2023
Q1
$42.8K Buy
+592
New +$42.8K 0.01% 250