Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.2K Hold
14,424
﹤0.01% 919
2025
Q1
$32.6K Buy
+14,424
New +$32.6K ﹤0.01% 437
2024
Q1
Sell
-20,108
Closed -$98.1K 334
2023
Q4
$98.1K Buy
+20,108
New +$98.1K ﹤0.01% 238
2023
Q3
Sell
-13,315
Closed -$71K 329
2023
Q2
$71K Buy
+13,315
New +$71K ﹤0.01% 238
2023
Q1
Sell
-11,491
Closed -$61K 264
2022
Q4
$61K Buy
+11,491
New +$61K ﹤0.01% 167