Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.1K Sell
769
-425
-36% -$31.6K ﹤0.01% 531
2025
Q1
$95.9K Buy
1,194
+114
+11% +$9.16K 0.01% 428
2024
Q4
$84.3K Buy
1,080
+374
+53% +$29.2K 0.01% 440
2024
Q3
$51.6K Sell
706
-1,587
-69% -$116K 0.01% 502
2024
Q2
$182K Buy
+2,293
New +$182K 0.02% 269