Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-958
Closed -$6.71K 2045
2025
Q1
$6.71K Buy
+958
New +$6.71K ﹤0.01% 1267
2024
Q4
Sell
-747
Closed -$5.2K 2185
2024
Q3
$5.2K Buy
+747
New +$5.2K ﹤0.01% 1421
2024
Q2
Sell
-955
Closed -$41.8K 2128
2024
Q1
$41.8K Sell
955
-694
-42% -$30.4K ﹤0.01% 1096
2023
Q4
$128K Buy
1,649
+1,100
+200% +$85.3K ﹤0.01% 942
2023
Q3
$46.6K Buy
+549
New +$46.6K ﹤0.01% 947
2023
Q2
Sell
-1,999
Closed -$227K 1867
2023
Q1
$227K Buy
+1,999
New +$227K ﹤0.01% 757