Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
50,543
-1,118
-2% -$8.67K ﹤0.01% 1840
2025
Q1
$341K Buy
51,661
+28,165
+120% +$186K ﹤0.01% 1809
2024
Q4
$143K Buy
23,496
+8,260
+54% +$50.3K ﹤0.01% 2176
2024
Q3
$81.8K Buy
+15,236
New +$81.8K ﹤0.01% 2260
2024
Q1
Sell
-2,724
Closed -$16.7K 3910
2023
Q4
$16.7K Buy
+2,724
New +$16.7K ﹤0.01% 2644