Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.88K Sell
438
-1,265
-74% -$22.7K ﹤0.01% 379
2025
Q1
$24.5K Sell
1,703
-447
-21% -$6.44K ﹤0.01% 374
2024
Q4
$42.8K Buy
+2,150
New +$42.8K ﹤0.01% 377
2024
Q3
Sell
-103,869
Closed -$2.92M 433
2024
Q2
$2.92M Buy
103,869
+3,585
+4% +$101K 0.09% 145
2024
Q1
$3.22M Buy
+100,284
New +$3.22M 0.1% 136