Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
5,380
+19
+0.4% +$1.36K ﹤0.01% 1440
2025
Q1
$313K Buy
5,361
+4,123
+333% +$241K ﹤0.01% 1589
2024
Q4
$94K Sell
1,238
-334
-21% -$25.4K ﹤0.01% 1802
2024
Q3
$155K Hold
1,572
﹤0.01% 1707
2024
Q2
$115K Sell
1,572
-3,208
-67% -$236K ﹤0.01% 1683
2024
Q1
$360K Buy
4,780
+1,242
+35% +$93.5K ﹤0.01% 1498
2023
Q4
$267K Buy
3,538
+130
+4% +$9.81K ﹤0.01% 1565
2023
Q3
$229K Sell
3,408
-112
-3% -$7.53K ﹤0.01% 1560
2023
Q2
$197K Sell
3,520
-156
-4% -$8.74K ﹤0.01% 1604
2023
Q1
$182K Buy
+3,676
New +$182K ﹤0.01% 1587