Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-72
Closed -$297 1175
2025
Q1
$297 Buy
+72
New +$297 ﹤0.01% 1448
2024
Q2
Sell
-10,050
Closed -$59.9K 797
2024
Q1
$59.9K Hold
10,050
﹤0.01% 832
2023
Q4
$70.1K Buy
+10,050
New +$70.1K ﹤0.01% 848
2023
Q2
Sell
-28,989
Closed -$132K 974
2023
Q1
$132K Sell
28,989
-24
-0.1% -$110 ﹤0.01% 919
2022
Q4
$177K Sell
29,013
-25
-0.1% -$153 ﹤0.01% 922
2022
Q3
$207K Buy
+29,038
New +$207K ﹤0.01% 840