Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,188
Closed -$37.6K 1395
2025
Q1
$37.6K Sell
2,188
-1,980
-48% -$34K ﹤0.01% 948
2024
Q4
$84.1K Buy
4,168
+512
+14% +$10.3K ﹤0.01% 772
2024
Q3
$72.3K Sell
3,656
-925
-20% -$18.3K ﹤0.01% 807
2024
Q2
$76.8K Sell
4,581
-518
-10% -$8.68K ﹤0.01% 882
2024
Q1
$91.9K Buy
+5,099
New +$91.9K ﹤0.01% 721