Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,841
Closed -$59.6K 133
2025
Q1
$59.6K Sell
3,841
-724
-16% -$11.2K 0.01% 130
2024
Q4
$98K Buy
4,565
+307
+7% +$6.59K 0.01% 122
2024
Q3
$84.9K Sell
4,258
-82
-2% -$1.64K 0.01% 114
2024
Q2
$58.6K Buy
+4,340
New +$58.6K 0.01% 118