Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58K Buy
1,409
+63
+5% +$2.59K ﹤0.01% 1324
2025
Q1
$65.8K Buy
1,346
+176
+15% +$8.61K ﹤0.01% 1204
2024
Q4
$66.3K Sell
1,170
-365
-24% -$20.7K ﹤0.01% 1116
2024
Q3
$95.4K Buy
1,535
+1,108
+259% +$68.8K ﹤0.01% 1248
2024
Q2
$30.1K Buy
427
+160
+60% +$11.3K ﹤0.01% 1491
2024
Q1
$18.8K Buy
267
+5
+2% +$353 ﹤0.01% 1248
2023
Q4
$16K Sell
262
-172
-40% -$10.5K ﹤0.01% 1396
2023
Q3
$27K Buy
434
+338
+352% +$21K ﹤0.01% 1075
2023
Q2
$6K Sell
96
-172
-64% -$10.8K ﹤0.01% 1467
2023
Q1
$15K Buy
268
+42
+19% +$2.35K ﹤0.01% 1484
2022
Q4
$13K Buy
226
+111
+97% +$6.39K ﹤0.01% 1447
2022
Q3
$7K Buy
115
+32
+39% +$1.95K ﹤0.01% 1470
2022
Q2
$6K Buy
+83
New +$6K ﹤0.01% 1382