Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.6K Sell
278
-919
-77% -$114K ﹤0.01% 351
2025
Q1
$117K Sell
1,197
-402
-25% -$39.4K ﹤0.01% 340
2024
Q4
$173K Buy
+1,599
New +$173K ﹤0.01% 339
2024
Q3
Sell
-2,563
Closed -$146K 468
2024
Q2
$146K Buy
2,563
+11
+0.4% +$625 ﹤0.01% 349
2024
Q1
$156K Buy
+2,552
New +$156K ﹤0.01% 338