Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,261
Closed -$69.9K 1558
2025
Q1
$69.9K Sell
1,261
-49
-4% -$2.72K ﹤0.01% 841
2024
Q4
$63.2K Buy
1,310
+72
+6% +$3.47K ﹤0.01% 826
2024
Q3
$71.3K Sell
1,238
-710
-36% -$40.9K ﹤0.01% 811
2024
Q2
$94.7K Buy
1,948
+1,595
+452% +$77.5K ﹤0.01% 823
2024
Q1
$17.6K Buy
+353
New +$17.6K ﹤0.01% 1081
2022
Q2
Sell
-10,977
Closed -$564K 468
2022
Q1
$564K Sell
10,977
-544
-5% -$28K 0.01% 245
2021
Q4
$577K Buy
+11,521
New +$577K 0.01% 205