Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.66K Buy
798
+398
+100% +$4.32K ﹤0.01% 481
2025
Q1
$4.01K Sell
400
-2,059
-84% -$20.7K ﹤0.01% 515
2024
Q4
$24.3K Sell
2,459
-885
-26% -$8.76K 0.01% 354
2024
Q3
$35.3K Sell
3,344
-1,488
-31% -$15.7K 0.02% 306
2024
Q2
$60.6K Sell
4,832
-589
-11% -$7.39K 0.03% 246
2024
Q1
$72K Buy
5,421
+22
+0.4% +$292 0.03% 233
2023
Q4
$65.8K Buy
5,399
+12
+0.2% +$146 0.04% 227
2023
Q3
$66.9K Sell
5,387
-6,740
-56% -$83.7K 0.04% 220
2023
Q2
$183K Buy
12,127
+2,294
+23% +$34.7K 0.11% 134
2023
Q1
$124K Buy
9,833
+50
+0.5% +$630 0.08% 156
2022
Q4
$114K Hold
9,783
0.08% 155
2022
Q3
$114K Buy
+9,783
New +$114K 0.08% 155