Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.11K Buy
+1,780
New +$6.11K ﹤0.01% 2179
2024
Q4
Sell
-11,004
Closed -$73.5K 909
2024
Q3
$73.5K Sell
11,004
-508
-4% -$3.39K ﹤0.01% 834
2024
Q2
$47.9K Buy
11,512
+75
+0.7% +$312 ﹤0.01% 891
2024
Q1
$61.1K Buy
+11,437
New +$61.1K ﹤0.01% 859
2023
Q2
Sell
-3,948
Closed -$33.2K 1845
2023
Q1
$33.2K Buy
+3,948
New +$33.2K ﹤0.01% 1420