Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Buy
+714
New +$20K ﹤0.01% 1176
2024
Q3
Sell
-238
Closed -$7.49K 1899
2024
Q2
$7.49K Buy
+238
New +$7.49K ﹤0.01% 1385
2023
Q2
Sell
-1,442
Closed -$35.7K 1231
2023
Q1
$35.7K Sell
1,442
-149
-9% -$3.69K 0.01% 343
2022
Q4
$42.1K Buy
+1,591
New +$42.1K 0.01% 82