Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,225
Closed -$15.6K 105
2025
Q1
$15.6K Buy
+2,225
New +$15.6K 0.01% 49
2024
Q4
Hold
0
118
2024
Q3
Hold
0
115
2024
Q2
Sell
-17,044
Closed -$747K 133
2024
Q1
$747K Buy
+17,044
New +$747K 0.01% 49
2023
Q4
Hold
0
159
2023
Q3
Hold
0
156
2023
Q2
Hold
0
149