Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,104
Closed -$52.2K 1606
2025
Q1
$52.2K Sell
17,104
-1,394
-8% -$4.25K ﹤0.01% 1659
2024
Q4
$70.5K Sell
18,498
-1,877
-9% -$7.15K ﹤0.01% 1528
2024
Q3
$92.7K Sell
20,375
-411
-2% -$1.87K ﹤0.01% 1430
2024
Q2
$78.6K Buy
20,786
+3,196
+18% +$12.1K ﹤0.01% 1248
2024
Q1
$40.1K Buy
+17,590
New +$40.1K ﹤0.01% 1210