Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-181
Closed -$3.53K 968
2025
Q1
$3.53K Sell
181
-180
-50% -$3.51K ﹤0.01% 686
2024
Q4
$11.2K Sell
361
-88
-20% -$2.72K 0.01% 418
2024
Q3
$11.5K Buy
449
+76
+20% +$1.94K 0.01% 423
2024
Q2
$10.9K Buy
373
+181
+94% +$5.29K 0.01% 414
2024
Q1
$7.3K Hold
192
0.01% 498
2023
Q4
$14.9K Buy
+192
New +$14.9K 0.01% 328