Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,555
Closed -$32.5K 293
2025
Q1
$32.5K Sell
11,555
-3,123
-21% -$8.78K 0.01% 265
2024
Q4
$53.6K Buy
14,678
+127
+0.9% +$464 0.01% 270
2024
Q3
$53.4K Buy
14,551
+136
+0.9% +$499 0.01% 276
2024
Q2
$38.5K Buy
+14,415
New +$38.5K 0.01% 250
2024
Q1
Sell
-10,293
Closed -$45.3K 245
2023
Q4
$45.3K Buy
+10,293
New +$45.3K 0.01% 228