Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-160
Closed -$14.5K 2047
2025
Q1
$14.5K Sell
160
-1,182
-88% -$107K ﹤0.01% 1568
2024
Q4
$195K Buy
1,342
+13
+1% +$1.89K 0.02% 850
2024
Q3
$288K Buy
+1,329
New +$288K 0.04% 464
2024
Q2
Sell
-142
Closed -$18.2K 1825
2024
Q1
$18.2K Buy
142
+8
+6% +$1.03K ﹤0.01% 1543
2023
Q4
$12.1K Buy
+134
New +$12.1K ﹤0.01% 1551