Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Buy
+14,725
New +$19.6K ﹤0.01% 2167
2024
Q3
Sell
-2,579
Closed -$31.6K 2276
2024
Q2
$31.6K Sell
2,579
-39
-1% -$479 ﹤0.01% 1561
2024
Q1
$28.4K Buy
2,618
+1,903
+266% +$20.6K ﹤0.01% 1560
2023
Q4
$12.2K Sell
715
-36
-5% -$616 ﹤0.01% 1412
2023
Q3
$21.2K Sell
751
-2,208
-75% -$62.2K ﹤0.01% 1370
2023
Q2
$65.2K Buy
+2,959
New +$65.2K 0.01% 1212
2023
Q1
Sell
-6,717
Closed -$245K 1435
2022
Q4
$245K Buy
+6,717
New +$245K 0.05% 715