Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-78
Closed -$72.7K 87
2025
Q1
$72.7K Sell
78
-19
-20% -$17.7K 0.02% 66
2024
Q4
$86.5K Buy
+97
New +$86.5K 0.04% 62
2023
Q4
Sell
-205
Closed -$77.4K 51
2023
Q3
$77.4K Buy
+205
New +$77.4K 0.04% 41