Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.3K Sell
14,192
-1,391
-9% -$7.87K ﹤0.01% 1574
2025
Q1
$92.4K Buy
+15,583
New +$92.4K ﹤0.01% 1515
2024
Q1
Sell
-18,959
Closed -$162K 1326
2023
Q4
$162K Sell
18,959
-1,659
-8% -$14.2K ﹤0.01% 1240
2023
Q3
$146K Buy
+20,618
New +$146K ﹤0.01% 1167