Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,954
Closed -$31.2K 1882
2025
Q1
$31.2K Sell
1,954
-529
-21% -$8.46K 0.01% 967
2024
Q4
$42.6K Sell
2,483
-2,123
-46% -$36.4K 0.01% 832
2024
Q3
$77.2K Buy
4,606
+2,769
+151% +$46.4K 0.02% 512
2024
Q2
$26.1K Sell
1,837
-1,126
-38% -$16K 0.01% 963
2024
Q1
$46.8K Buy
2,963
+319
+12% +$5.04K 0.01% 461
2023
Q4
$38.1K Buy
+2,644
New +$38.1K 0.01% 391