Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$400 Sell
19
-35
-65% -$737 ﹤0.01% 2655
2024
Q4
$1.86K Buy
54
+20
+59% +$689 ﹤0.01% 2322
2024
Q3
$824 Sell
34
-1,397
-98% -$33.9K ﹤0.01% 2546
2024
Q2
$41.4K Buy
1,431
+532
+59% +$15.4K ﹤0.01% 878
2024
Q1
$24.3K Buy
+899
New +$24.3K ﹤0.01% 1108
2023
Q2
Sell
-276
Closed -$9.27K 2712
2023
Q1
$9.27K Buy
276
+211
+325% +$7.08K ﹤0.01% 1495
2022
Q4
$727 Sell
65
-82
-56% -$917 ﹤0.01% 2522
2022
Q3
$2K Buy
+147
New +$2K ﹤0.01% 1970