Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-897
Closed -$87.4K 1679
2025
Q1
$87.4K Sell
897
-189
-17% -$18.4K ﹤0.01% 776
2024
Q4
$111K Buy
1,086
+198
+22% +$20.2K ﹤0.01% 714
2024
Q3
$99.3K Buy
888
+318
+56% +$35.6K ﹤0.01% 740
2024
Q2
$50.5K Buy
570
+171
+43% +$15.2K ﹤0.01% 994
2024
Q1
$32.8K Buy
+399
New +$32.8K ﹤0.01% 959