Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,746
Closed -$66.4K 3294
2025
Q1
$66.4K Sell
30,746
-6,526
-18% -$14.1K ﹤0.01% 1946
2024
Q4
$156K Sell
37,272
-9,072
-20% -$38K 0.01% 1642
2024
Q3
$50.1K Buy
+46,344
New +$50.1K ﹤0.01% 1687
2024
Q2
Sell
-27,717
Closed -$32.4K 2558
2024
Q1
$32.4K Buy
27,717
+12,756
+85% +$14.9K ﹤0.01% 1542
2023
Q4
$30.1K Buy
+14,961
New +$30.1K 0.01% 1308