Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,962
Closed -$11.3K 3123
2025
Q1
$11.3K Buy
2,962
+1,641
+124% +$6.26K ﹤0.01% 2237
2024
Q4
$11.9K Sell
1,321
-942
-42% -$8.46K ﹤0.01% 2115
2024
Q3
$25.3K Sell
2,263
-153
-6% -$1.71K ﹤0.01% 1797
2024
Q2
$36.7K Buy
+2,416
New +$36.7K ﹤0.01% 1540