Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,471
Closed -$31.7K 2696
2025
Q1
$31.7K Sell
6,471
-96
-1% -$471 ﹤0.01% 2826
2024
Q4
$42.7K Sell
6,567
-496
-7% -$3.23K ﹤0.01% 2861
2024
Q3
$54.3K Sell
7,063
-44
-0.6% -$338 ﹤0.01% 2851
2024
Q2
$60.5K Buy
+7,107
New +$60.5K ﹤0.01% 2842