Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-111
Closed -$24.7K 39
2025
Q1
$24.7K Sell
111
-778
-88% -$173K 0.01% 76
2024
Q4
$223K Buy
+889
New +$223K 0.11% 41
2024
Q3
Hold
0
40
2024
Q2
Hold
0
26
2024
Q1
Sell
-713
Closed -$137K 34
2023
Q4
$137K Sell
713
-1,969
-73% -$379K 0.08% 24
2023
Q3
$459K Buy
+2,682
New +$459K 0.26% 30
2023
Q2
Hold
0
34
2023
Q1
Hold
0
39