Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,271
Closed -$48.5K 1593
2025
Q1
$48.5K Sell
17,271
-4,357
-20% -$12.2K ﹤0.01% 1402
2024
Q4
$77.9K Buy
21,628
+1,274
+6% +$4.59K ﹤0.01% 1515
2024
Q3
$73.5K Sell
20,354
-5,654
-22% -$20.4K ﹤0.01% 1544
2024
Q2
$67K Buy
+26,008
New +$67K ﹤0.01% 1424