Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-301
Closed -$2.1K 6488
2025
Q1
$2.1K Sell
301
-100
-25% -$698 ﹤0.01% 5667
2024
Q4
$3.21K Sell
401
-293
-42% -$2.34K ﹤0.01% 5526
2024
Q3
$6.63K Hold
694
﹤0.01% 5386
2024
Q2
$4.84K Buy
694
+507
+271% +$3.53K ﹤0.01% 5376
2024
Q1
$2.52K Buy
+187
New +$2.52K ﹤0.01% 5536
2023
Q2
Sell
-137,891
Closed -$965K 6199
2023
Q1
$965K Buy
+137,891
New +$965K ﹤0.01% 3468