Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
58
2025
Q1
Sell
-287
Closed -$41.6K 93
2024
Q4
$41.6K Buy
+287
New +$41.6K 0.02% 69
2023
Q2
Sell
-3,085
Closed -$503K 48
2023
Q1
$503K Buy
+3,085
New +$503K 0.2% 29