Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-345
Closed -$19.1K 1786
2025
Q1
$19.1K Buy
345
+51
+17% +$2.83K ﹤0.01% 697
2024
Q4
$14.2K Buy
+294
New +$14.2K ﹤0.01% 457
2024
Q2
Sell
-108
Closed -$5.25K 752
2024
Q1
$5.25K Buy
+108
New +$5.25K ﹤0.01% 549
2023
Q4
Sell
-115
Closed -$6.17K 674
2023
Q3
$6.17K Buy
+115
New +$6.17K ﹤0.01% 509