Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.8K Sell
21,794
-11,952
-35% -$41K ﹤0.01% 1086
2025
Q1
$129K Buy
33,746
+6,865
+26% +$26.2K 0.01% 999
2024
Q4
$117K Buy
26,881
+7,554
+39% +$32.9K 0.01% 945
2024
Q3
$129K Buy
19,327
+2,588
+15% +$17.3K 0.01% 885
2024
Q2
$69.6K Buy
+16,739
New +$69.6K 0.01% 782
2024
Q1
Sell
-15,960
Closed -$145K 752
2023
Q4
$145K Buy
+15,960
New +$145K 0.02% 568