Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.3K Sell
1,786
-189
-10% -$5.53K ﹤0.01% 855
2025
Q1
$48.7K Buy
1,975
+476
+32% +$11.7K ﹤0.01% 810
2024
Q4
$38K Buy
+1,499
New +$38K ﹤0.01% 891
2024
Q2
Sell
-1,716
Closed -$35.4K 996
2024
Q1
$35.4K Buy
1,716
+249
+17% +$5.14K ﹤0.01% 829
2023
Q4
$31.7K Buy
+1,467
New +$31.7K ﹤0.01% 837
2023
Q3
Sell
-3,246
Closed -$72.7K 985
2023
Q2
$72.7K Buy
+3,246
New +$72.7K ﹤0.01% 804