Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-462
Closed -$86.9K 1870
2024
Q4
$86.9K Buy
+462
New +$86.9K 0.01% 477
2024
Q2
Sell
-307
Closed -$44.7K 1968
2024
Q1
$44.7K Buy
307
+151
+97% +$22K 0.01% 489
2023
Q4
$21.4K Sell
156
-37
-19% -$5.07K ﹤0.01% 679
2023
Q3
$24.4K Buy
+193
New +$24.4K 0.01% 570
2023
Q2
Sell
-225
Closed -$26.9K 1225
2023
Q1
$26.9K Buy
+225
New +$26.9K 0.01% 477