Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.1K Buy
23,206
+3,310
+17% +$10K ﹤0.01% 1156
2025
Q1
$60.9K Sell
19,896
-889
-4% -$2.72K ﹤0.01% 1069
2024
Q4
$73.6K Buy
+20,785
New +$73.6K ﹤0.01% 1042
2024
Q3
Sell
-20,052
Closed -$61.2K 1037
2024
Q2
$61.2K Buy
+20,052
New +$61.2K ﹤0.01% 941
2018
Q1
Sell
-78,904
Closed -$162K 1878
2017
Q4
$162K Buy
+78,904
New +$162K 0.07% 314