Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5K Sell
160
-518
-76% -$76.1K ﹤0.01% 1689
2025
Q1
$106K Buy
678
+476
+236% +$74.7K 0.01% 1160
2024
Q4
$35.4K Buy
+202
New +$35.4K ﹤0.01% 1490
2024
Q2
Sell
-446
Closed -$106K 1895
2024
Q1
$106K Buy
+446
New +$106K 0.02% 969
2023
Q3
Sell
-211
Closed -$38.4K 1839
2023
Q2
$38.4K Buy
+211
New +$38.4K 0.01% 1224