Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.8K Buy
1,329
+61
+5% +$3.94K ﹤0.01% 1110
2025
Q1
$84.8K Buy
1,268
+365
+40% +$24.4K ﹤0.01% 1070
2024
Q4
$60K Sell
903
-1,324
-59% -$88K ﹤0.01% 1171
2024
Q3
$132K Buy
2,227
+1,012
+83% +$60K ﹤0.01% 1072
2024
Q2
$75.2K Buy
1,215
+572
+89% +$35.4K ﹤0.01% 1077
2024
Q1
$39.8K Buy
643
+111
+21% +$6.87K ﹤0.01% 987
2023
Q4
$23K Buy
532
+361
+211% +$15.6K ﹤0.01% 1223
2023
Q3
$8K Buy
+171
New +$8K ﹤0.01% 1480
2023
Q2
Sell
-1,684
Closed -$83K 2293
2023
Q1
$83K Sell
1,684
-218
-11% -$10.7K ﹤0.01% 832
2022
Q4
$79K Buy
1,902
+837
+79% +$34.8K ﹤0.01% 742
2022
Q3
$51K Buy
1,065
+284
+36% +$13.6K ﹤0.01% 744
2022
Q2
$44K Buy
+781
New +$44K ﹤0.01% 724