Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-856
Closed -$26.1K 283
2025
Q1
$26.1K Sell
856
-142
-14% -$4.33K ﹤0.01% 702
2024
Q4
$37.7K Buy
998
+1
+0.1% +$38 ﹤0.01% 650
2024
Q3
$38.5K Hold
997
﹤0.01% 734
2024
Q2
$39.7K Buy
997
+224
+29% +$8.91K ﹤0.01% 693
2024
Q1
$26.1K Sell
773
-217
-22% -$7.34K ﹤0.01% 811
2023
Q4
$33.7K Buy
990
+387
+64% +$13.2K ﹤0.01% 716
2023
Q3
$17.5K Buy
+603
New +$17.5K ﹤0.01% 815