Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.3K Sell
14,055
-33,902
-71% -$46.4K ﹤0.01% 806
2025
Q1
$85.8K Buy
+47,957
New +$85.8K 0.01% 646
2024
Q1
Sell
-42,872
Closed -$121K 601
2023
Q4
$121K Buy
42,872
+1,621
+4% +$4.59K 0.01% 694
2023
Q3
$112K Buy
41,251
+26,679
+183% +$72.6K 0.01% 713
2023
Q2
$56.4K Buy
+14,572
New +$56.4K ﹤0.01% 737