Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.6K Buy
+3,853
New +$56.6K 0.01% 792
2025
Q1
Sell
-21,771
Closed -$176K 1765
2024
Q4
$176K Sell
21,771
-2,564
-11% -$20.7K 0.02% 265
2024
Q3
$175K Buy
+24,335
New +$175K 0.04% 256
2023
Q2
Sell
-1,236
Closed -$17.9K 1150
2023
Q1
$17.9K Sell
1,236
-324
-21% -$4.7K ﹤0.01% 628
2022
Q4
$23K Buy
+1,560
New +$23K 0.01% 250