Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30
Closed -$3.14K 1002
2025
Q1
$3.14K Sell
30
-329
-92% -$34.5K ﹤0.01% 1214
2024
Q4
$39K Buy
359
+15
+4% +$1.63K 0.01% 711
2024
Q3
$40.5K Buy
344
+102
+42% +$12K 0.01% 701
2024
Q2
$23.9K Buy
242
+75
+45% +$7.42K ﹤0.01% 762
2024
Q1
$18.1K Buy
+167
New +$18.1K ﹤0.01% 801