Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,036
Closed -$93K 1079
2025
Q1
$93K Buy
9,036
+3,413
+61% +$35.1K ﹤0.01% 761
2024
Q4
$53.6K Buy
5,623
+3,596
+177% +$34.3K ﹤0.01% 857
2024
Q3
$21.5K Buy
2,027
+487
+32% +$5.15K ﹤0.01% 1051
2024
Q2
$13.1K Buy
1,540
+587
+62% +$4.98K ﹤0.01% 1373
2024
Q1
$7.84K Buy
+953
New +$7.84K ﹤0.01% 1262