Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,692
Closed -$63.1K 1825
2025
Q1
$63.1K Sell
4,692
-6,837
-59% -$92K 0.01% 685
2024
Q4
$170K Buy
11,529
+6,332
+122% +$93.6K 0.02% 271
2024
Q3
$73.3K Buy
+5,197
New +$73.3K 0.02% 535
2024
Q2
Sell
-44
Closed -$620 1876
2024
Q1
$620 Sell
44
-103
-70% -$1.45K ﹤0.01% 1559
2023
Q4
$2.02K Buy
+147
New +$2.02K ﹤0.01% 1299
2023
Q2
Sell
-1,864
Closed -$21.6K 1133
2023
Q1
$21.6K Buy
+1,864
New +$21.6K ﹤0.01% 569