Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,604
Closed -$70.1K 1331
2025
Q1
$70.1K Sell
4,604
-230
-5% -$3.5K ﹤0.01% 839
2024
Q4
$70.6K Sell
4,834
-138
-3% -$2.02K ﹤0.01% 805
2024
Q3
$79.4K Sell
4,972
-734
-13% -$11.7K ﹤0.01% 787
2024
Q2
$111K Buy
5,706
+839
+17% +$16.4K ﹤0.01% 779
2024
Q1
$98.7K Buy
+4,867
New +$98.7K ﹤0.01% 705