Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.5K Sell
2,115
-413
-16% -$9.08K ﹤0.01% 861
2025
Q1
$58.4K Sell
2,528
-579
-19% -$13.4K ﹤0.01% 795
2024
Q4
$71.3K Sell
3,107
-15,669
-83% -$359K ﹤0.01% 848
2024
Q3
$483K Buy
18,776
+1,032
+6% +$26.6K ﹤0.01% 632
2024
Q2
$487K Buy
+17,744
New +$487K ﹤0.01% 608
2023
Q2
Sell
-190
Closed -$6.26K 1053
2023
Q1
$6.26K Sell
190
-616
-76% -$20.3K ﹤0.01% 898
2022
Q4
$26.3K Buy
+806
New +$26.3K ﹤0.01% 905