Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,888
Closed -$43.8K 1751
2025
Q1
$43.8K Buy
3,888
+412
+12% +$4.64K 0.01% 850
2024
Q4
$60.2K Buy
3,476
+2,254
+184% +$39.1K 0.01% 641
2024
Q3
$20.5K Buy
1,222
+1,053
+623% +$17.6K 0.01% 1077
2024
Q2
$3.33K Sell
169
-1,252
-88% -$24.7K ﹤0.01% 1547
2024
Q1
$24.4K Buy
1,421
+878
+162% +$15.1K ﹤0.01% 783
2023
Q4
$10.3K Sell
543
-233
-30% -$4.42K ﹤0.01% 1022
2023
Q3
$13.1K Buy
+776
New +$13.1K ﹤0.01% 781