Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,827
Closed -$48.9K 188
2025
Q1
$48.9K Buy
12,827
+144
+1% +$549 0.01% 184
2024
Q4
$55.3K Buy
12,683
+227
+2% +$990 0.01% 169
2024
Q3
$83.2K Sell
12,456
-1,505
-11% -$10.1K 0.01% 171
2024
Q2
$62K Sell
13,961
-255
-2% -$1.13K 0.01% 151
2024
Q1
$66K Buy
+14,216
New +$66K 0.01% 124