Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.6K Sell
1,027
-830
-45% -$16.7K ﹤0.01% 1165
2025
Q1
$45K Buy
+1,857
New +$45K 0.01% 842
2024
Q3
Sell
-1,670
Closed -$78.7K 1934
2024
Q2
$78.7K Sell
1,670
-532
-24% -$25.1K 0.02% 430
2024
Q1
$129K Buy
2,202
+1,266
+135% +$74.4K 0.02% 173
2023
Q4
$50.5K Buy
+936
New +$50.5K 0.01% 293
2023
Q2
Sell
-706
Closed -$39.2K 1250
2023
Q1
$39.2K Buy
706
+590
+509% +$32.7K 0.01% 294
2022
Q4
$6.14K Buy
+116
New +$6.14K ﹤0.01% 708