Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.4K Sell
8,683
-186
-2% -$1.61K 0.01% 1516
2025
Q1
$59K Buy
8,869
+391
+5% +$2.6K 0.01% 1476
2024
Q4
$65.3K Sell
8,478
-19,843
-70% -$153K 0.01% 1226
2024
Q3
$293K Buy
+28,321
New +$293K 0.03% 902
2024
Q1
Sell
-12,156
Closed -$109K 1751
2023
Q4
$109K Buy
+12,156
New +$109K 0.02% 746