Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.7K Sell
1,345
-94
-7% -$6.48K ﹤0.01% 1081
2025
Q1
$99.2K Sell
1,439
-165
-10% -$11.4K ﹤0.01% 994
2024
Q4
$98.7K Sell
1,604
-544
-25% -$33.5K ﹤0.01% 945
2024
Q3
$114K Buy
2,148
+665
+45% +$35.2K ﹤0.01% 1149
2024
Q2
$79.1K Buy
1,483
+208
+16% +$11.1K ﹤0.01% 1056
2024
Q1
$68K Buy
1,275
+58
+5% +$3.1K ﹤0.01% 820
2023
Q4
$62K Buy
1,217
+316
+35% +$16.1K ﹤0.01% 852
2023
Q3
$53K Buy
901
+32
+4% +$1.88K ﹤0.01% 827
2023
Q2
$53K Sell
869
-640
-42% -$39K ﹤0.01% 676
2023
Q1
$94K Sell
1,509
-197
-12% -$12.3K ﹤0.01% 789
2022
Q4
$101K Buy
1,706
+691
+68% +$40.9K ﹤0.01% 662
2022
Q3
$66K Sell
1,015
-406
-29% -$26.4K ﹤0.01% 662
2022
Q2
$97K Buy
+1,421
New +$97K ﹤0.01% 504