Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,407
Closed -$19.2K 2745
2025
Q1
$19.2K Buy
+5,407
New +$19.2K ﹤0.01% 2144
2024
Q4
Sell
-4,460
Closed -$11K 2579
2024
Q3
$11K Buy
4,460
+2,863
+179% +$7.06K ﹤0.01% 1906
2024
Q2
$4.1K Sell
1,597
-2,983
-65% -$7.66K ﹤0.01% 1757
2024
Q1
$15.6K Buy
4,580
+1,923
+72% +$6.56K ﹤0.01% 1633
2023
Q4
$11.3K Buy
+2,657
New +$11.3K ﹤0.01% 1418