Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,777
Closed -$63.7K 1822
2025
Q1
$63.7K Buy
1,777
+1,747
+5,823% +$62.6K 0.01% 684
2024
Q4
$1.48K Sell
30
-1,297
-98% -$64K ﹤0.01% 1499
2024
Q3
$63.3K Buy
1,327
+942
+245% +$44.9K 0.02% 595
2024
Q2
$16.8K Buy
385
+202
+110% +$8.8K ﹤0.01% 1133
2024
Q1
$7.74K Buy
+183
New +$7.74K ﹤0.01% 1206
2023
Q4
Sell
-400
Closed -$14.7K 1425
2023
Q3
$14.7K Buy
+400
New +$14.7K ﹤0.01% 748
2023
Q2
Sell
-730
Closed -$22.6K 1131
2023
Q1
$22.6K Buy
+730
New +$22.6K ﹤0.01% 550