Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.3K Sell
7,269
-558
-7% -$6.24K 0.01% 1495
2025
Q1
$72.1K Buy
7,827
+741
+10% +$6.83K 0.01% 1421
2024
Q4
$55.8K Buy
7,086
+3,312
+88% +$26.1K 0.01% 1264
2024
Q3
$47.3K Buy
+3,774
New +$47.3K ﹤0.01% 1424
2024
Q1
Sell
-15,016
Closed -$155K 1775
2023
Q4
$155K Buy
+15,016
New +$155K 0.03% 678