Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62K Buy
+402
New +$62K 0.01% 755
2024
Q4
Sell
-181
Closed -$17.1K 1913
2024
Q3
$17.1K Buy
181
+105
+138% +$9.94K ﹤0.01% 1130
2024
Q2
$6.17K Sell
76
-92
-55% -$7.47K ﹤0.01% 1430
2024
Q1
$14.1K Sell
168
-57
-25% -$4.78K ﹤0.01% 1037
2023
Q4
$12.5K Buy
+225
New +$12.5K ﹤0.01% 958
2023
Q3
Sell
-384
Closed -$22.3K 1271
2023
Q2
$22.3K Buy
+384
New +$22.3K 0.01% 498
2023
Q1
Sell
-452
Closed -$20.4K 1185
2022
Q4
$20.4K Buy
+452
New +$20.4K ﹤0.01% 297