Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.7K Sell
2,167
-577
-21% -$16.4K 0.01% 758
2025
Q1
$70.1K Sell
2,744
-91
-3% -$2.33K 0.02% 647
2024
Q4
$71.3K Buy
2,835
+1,923
+211% +$48.4K 0.01% 560
2024
Q3
$20.8K Buy
+912
New +$20.8K 0.01% 1072
2024
Q2
Sell
-20,862
Closed -$499K 2006
2024
Q1
$499K Buy
20,862
+20,706
+13,273% +$495K 0.1% 113
2023
Q4
$3.61K Buy
+156
New +$3.61K ﹤0.01% 1254
2023
Q2
Sell
-298
Closed -$9.62K 1263
2023
Q1
$9.62K Buy
+298
New +$9.62K ﹤0.01% 773