Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.4K Buy
+120
New +$19.4K 0.01% 193
2025
Q1
Sell
-5,807
Closed -$721K 366
2024
Q4
$721K Buy
5,807
+2,469
+74% +$307K 0.34% 59
2024
Q3
$477K Buy
3,338
+693
+26% +$99.1K 0.23% 65
2024
Q2
$433K Buy
+2,645
New +$433K 0.21% 70