Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-45,037
Closed -$29.6K 846
2025
Q1
$29.6K Buy
45,037
+28,647
+175% +$18.8K 0.01% 514
2024
Q4
$21.8K Sell
16,390
-404
-2% -$537 ﹤0.01% 594
2024
Q3
$29.6K Sell
16,794
-2,868
-15% -$5.05K 0.01% 605
2024
Q2
$32.6K Buy
19,662
+8,496
+76% +$14.1K 0.01% 563
2024
Q1
$27.6K Buy
+11,166
New +$27.6K 0.01% 568