Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7K Sell
13,691
-12,797
-48% -$36.2K ﹤0.01% 1131
2025
Q1
$80.8K Buy
+26,488
New +$80.8K 0.01% 946
2024
Q4
Sell
-41,381
Closed -$188K 2338
2024
Q3
$188K Buy
41,381
+20,574
+99% +$93.6K ﹤0.01% 963
2024
Q2
$78.7K Buy
+20,807
New +$78.7K ﹤0.01% 1097
2024
Q1
Sell
-20,968
Closed -$66.3K 2206
2023
Q4
$66.3K Buy
20,968
+9,412
+81% +$29.7K ﹤0.01% 1006
2023
Q3
$47.3K Sell
11,556
-16,567
-59% -$67.8K ﹤0.01% 946
2023
Q2
$250K Buy
28,123
+4,124
+17% +$36.7K ﹤0.01% 627
2023
Q1
$216K Buy
+23,999
New +$216K ﹤0.01% 779
2022
Q4
Hold
0
2062
2022
Q3
Hold
0
1977