Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.7K Sell
10,354
-121
-1% -$826 ﹤0.01% 1439
2025
Q1
$41.3K Buy
+10,475
New +$41.3K ﹤0.01% 1398
2024
Q2
Sell
-15,909
Closed -$125K 1340
2024
Q1
$125K Sell
15,909
-81
-0.5% -$634 ﹤0.01% 1226
2023
Q4
$166K Sell
15,990
-57
-0.4% -$592 ﹤0.01% 1177
2023
Q3
$197K Sell
16,047
-2,361
-13% -$28.9K ﹤0.01% 1126
2023
Q2
$339K Sell
18,408
-3,802
-17% -$69.9K ﹤0.01% 1018
2023
Q1
$362K Buy
+22,210
New +$362K 0.01% 999