Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-170
Closed -$34.9K 59
2025
Q1
$34.9K Buy
+170
New +$34.9K 0.01% 73
2024
Q4
Hold
0
91
2024
Q3
Sell
-3,984
Closed -$995K 52
2024
Q2
$995K Buy
+3,984
New +$995K 0.63% 14
2024
Q1
Hold
0
44
2023
Q4
Hold
0
36
2023
Q3
Hold
0
60