Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.6K Hold
4,130
﹤0.01% 776
2025
Q1
$15.9K Sell
4,130
-2,094
-34% -$8.04K ﹤0.01% 733
2024
Q4
$33.1K Sell
6,224
-62
-1% -$329 ﹤0.01% 636
2024
Q3
$44.6K Sell
6,286
-8,411
-57% -$59.7K 0.01% 534
2024
Q2
$16.3K Buy
+14,697
New +$16.3K ﹤0.01% 1140
2024
Q1
Sell
-22,580
Closed -$41.3K 864
2023
Q4
$41.3K Buy
22,580
+7,920
+54% +$14.5K 0.01% 564
2023
Q3
$20.8K Sell
14,660
-100
-0.7% -$142 0.01% 687
2023
Q2
$33.3K Buy
+14,760
New +$33.3K 0.01% 765