Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53K Sell
410
-199
-33% -$25.7K ﹤0.01% 1306
2025
Q1
$72K Buy
+609
New +$72K 0.01% 1052
2024
Q4
Sell
-576
Closed -$77K 2119
2024
Q3
$77K Buy
576
+140
+32% +$18.7K 0.01% 1059
2024
Q2
$59K Sell
436
-37
-8% -$5.01K 0.01% 1092
2024
Q1
$61K Buy
473
+77
+19% +$9.93K 0.01% 1086
2023
Q4
$45K Sell
396
-32
-7% -$3.64K ﹤0.01% 1160
2023
Q3
$38K Buy
+428
New +$38K ﹤0.01% 1213