Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85K Sell
14
-471
-97% -$62.3K ﹤0.01% 1249
2025
Q1
$49K Buy
+485
New +$49K 0.01% 486
2024
Q3
Sell
-332
Closed -$43.3K 1212
2024
Q2
$43.3K Buy
+332
New +$43.3K 0.01% 838
2024
Q1
Sell
-524
Closed -$63.6K 650
2023
Q4
$63.6K Sell
524
-112
-18% -$13.6K 0.01% 472
2023
Q3
$57.9K Sell
636
-44
-6% -$4.01K 0.02% 502
2023
Q2
$67K Buy
+680
New +$67K 0.01% 600