Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,345
Closed -$48.7K 2072
2025
Q1
$48.7K Buy
+17,345
New +$48.7K 0.01% 1474
2024
Q2
Sell
-9,678
Closed -$23.4K 1852
2024
Q1
$23.4K Buy
9,678
+1,299
+16% +$3.14K ﹤0.01% 1529
2023
Q4
$36.9K Buy
+8,379
New +$36.9K 0.01% 1440
2023
Q1
Sell
-5,043
Closed -$31.2K 1752
2022
Q4
$31.2K Buy
+5,043
New +$31.2K 0.01% 1220