Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.6K Buy
+2,900
New +$51.6K 0.01% 830
2025
Q1
Sell
-1,346
Closed -$40.1K 1895
2024
Q4
$40.1K Sell
1,346
-215
-14% -$6.41K 0.01% 860
2024
Q3
$24.4K Buy
1,561
+389
+33% +$6.08K 0.01% 1029
2024
Q2
$20.1K Sell
1,172
-808
-41% -$13.8K 0.01% 1075
2024
Q1
$30.9K Buy
1,980
+778
+65% +$12.2K 0.01% 670
2023
Q4
$17.9K Buy
+1,202
New +$17.9K ﹤0.01% 770