Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43K Sell
58
-1,017
-95% -$42.6K ﹤0.01% 328
2025
Q1
$45.4K Sell
1,075
-13,155
-92% -$555K ﹤0.01% 270
2024
Q4
$689K Buy
14,230
+103
+0.7% +$4.98K ﹤0.01% 198
2024
Q3
$930K Sell
14,127
-4,718
-25% -$310K 0.04% 166
2024
Q2
$1.08M Sell
18,845
-2,666
-12% -$153K 0.05% 138
2024
Q1
$1.37M Buy
+21,511
New +$1.37M 0.06% 133