Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,203
Closed -$74.4K 554
2025
Q1
$74.4K Sell
2,203
-577
-21% -$19.5K 0.01% 578
2024
Q4
$82.2K Sell
2,780
-62
-2% -$1.83K 0.01% 561
2024
Q3
$82.6K Sell
2,842
-944
-25% -$27.4K 0.01% 562
2024
Q2
$137K Sell
3,786
-82
-2% -$2.96K 0.02% 439
2024
Q1
$147K Buy
+3,868
New +$147K 0.02% 418