Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
1,456
-236
-14% -$16.6K ﹤0.01% 975
2025
Q1
$124K Buy
1,692
+44
+3% +$3.22K 0.01% 830
2024
Q4
$103K Sell
1,648
-106
-6% -$6.64K ﹤0.01% 918
2024
Q3
$116K Buy
+1,754
New +$116K 0.01% 856
2024
Q2
Sell
-1,526
Closed -$102K 2434
2024
Q1
$102K Buy
+1,526
New +$102K 0.01% 835
2022
Q4
$82.6K Buy
+1,450
New +$82.6K 0.01% 798
2022
Q3
Sell
-19,574
Closed -$1.02M 1814
2022
Q2
$1.02M Buy
+19,574
New +$1.02M 0.08% 204