Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Buy
670
+157
+31% +$2.8K ﹤0.01% 867
2025
Q1
$8.1K Sell
513
-1,836
-78% -$29K ﹤0.01% 840
2024
Q4
$40.3K Buy
2,349
+1,000
+74% +$17.1K 0.01% 607
2024
Q3
$22.6K Sell
1,349
-8,342
-86% -$140K ﹤0.01% 656
2024
Q2
$138K Buy
+9,691
New +$138K 0.02% 508
2024
Q1
Sell
-1,349
Closed -$19.4K 838
2023
Q4
$19.4K Buy
+1,349
New +$19.4K ﹤0.01% 673
2023
Q3
Sell
-1,316
Closed -$12.6K 1509
2023
Q2
$12.6K Buy
+1,316
New +$12.6K ﹤0.01% 940