Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.6K Sell
346
-607
-64% -$138K 0.02% 297
2025
Q1
$232K Hold
953
0.05% 158
2024
Q4
$268K Buy
953
+304
+47% +$85.5K 0.06% 149
2024
Q3
$178K Hold
649
0.04% 181
2024
Q2
$195K Buy
649
+295
+83% +$88.5K 0.05% 153
2024
Q1
$103K Sell
354
-6
-2% -$1.74K 0.03% 216
2023
Q4
$91.1K Buy
360
+130
+57% +$32.9K 0.03% 224
2023
Q3
$60.9K Buy
+230
New +$60.9K 0.03% 130