Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Buy
+555
New +$6K ﹤0.01% 1426
2024
Q3
Sell
-1,119
Closed -$16.5K 2035
2024
Q2
$16.5K Buy
1,119
+428
+62% +$6.32K ﹤0.01% 1141
2024
Q1
$13.2K Buy
691
+278
+67% +$5.3K ﹤0.01% 1063
2023
Q4
$7.08K Sell
413
-1,703
-80% -$29.2K ﹤0.01% 1138
2023
Q3
$27.3K Buy
+2,116
New +$27.3K 0.01% 515