Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-809
Closed -$78.8K 1213
2025
Q1
$78.8K Buy
809
+110
+16% +$10.7K 0.01% 456
2024
Q4
$71.1K Buy
699
+103
+17% +$10.5K 0.01% 493
2024
Q3
$66.4K Sell
596
-68
-10% -$7.57K 0.01% 612
2024
Q2
$63.4K Buy
664
+1
+0.2% +$96 0.01% 594
2024
Q1
$58.8K Sell
663
-18
-3% -$1.6K 0.01% 626
2023
Q4
$56K Buy
+681
New +$56K 0.01% 595