Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-187
Closed -$69.6K 2036
2025
Q1
$69.6K Buy
187
+85
+83% +$31.6K 0.02% 650
2024
Q4
$36.7K Buy
102
+14
+16% +$5.04K 0.01% 903
2024
Q3
$31.8K Buy
88
+21
+31% +$7.59K 0.01% 920
2024
Q2
$22.8K Sell
67
-50
-43% -$17K 0.01% 1018
2024
Q1
$41.9K Buy
+117
New +$41.9K 0.01% 512
2023
Q4
Sell
-67
Closed -$18.3K 1572
2023
Q3
$18.3K Buy
+67
New +$18.3K ﹤0.01% 676
2023
Q2
Sell
-96
Closed -$27.4K 1319
2023
Q1
$27.4K Buy
+96
New +$27.4K 0.01% 466