Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13K Sell
51
-73
-59% -$18.6K ﹤0.01% 1878
2025
Q1
$43K Buy
+124
New +$43K ﹤0.01% 1214
2024
Q4
Sell
-121
Closed -$52K 1918
2024
Q3
$52K Sell
121
-2
-2% -$860 ﹤0.01% 1163
2024
Q2
$58K Hold
123
0.01% 1095
2024
Q1
$71K Sell
123
-12
-9% -$6.93K 0.01% 1043
2023
Q4
$59K Sell
135
-1
-0.7% -$437 0.01% 1078
2023
Q3
$54K Buy
+136
New +$54K 0.01% 1105