Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.9K Sell
3,244
-6,495
-67% -$122K 0.01% 1578
2025
Q1
$203K Buy
+9,739
New +$203K 0.02% 989
2024
Q4
Sell
-3,787
Closed -$50.7K 1956
2024
Q3
$50.7K Sell
3,787
-10,219
-73% -$137K ﹤0.01% 1409
2024
Q2
$170K Buy
14,006
+11,984
+593% +$145K 0.02% 799
2024
Q1
$41.9K Buy
+2,022
New +$41.9K 0.01% 948