Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,043
Closed -$95K 881
2025
Q1
$95K Buy
1,043
+554
+113% +$50.5K ﹤0.01% 759
2024
Q4
$56.3K Buy
489
+315
+181% +$36.3K ﹤0.01% 849
2024
Q3
$20.7K Sell
174
-526
-75% -$62.5K ﹤0.01% 1057
2024
Q2
$79.9K Buy
700
+317
+83% +$36.2K ﹤0.01% 872
2024
Q1
$29.3K Buy
+383
New +$29.3K ﹤0.01% 979