Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.1K Buy
911
+26
+3% +$2.09K ﹤0.01% 1194
2025
Q1
$63.9K Buy
885
+8
+0.9% +$578 ﹤0.01% 1218
2024
Q4
$67.1K Sell
877
-1,038
-54% -$79.4K ﹤0.01% 1112
2024
Q3
$164K Buy
1,915
+810
+73% +$69.5K ﹤0.01% 958
2024
Q2
$106K Buy
1,105
+98
+10% +$9.4K ﹤0.01% 951
2024
Q1
$96.6K Buy
1,007
+32
+3% +$3.07K ﹤0.01% 727
2023
Q4
$77K Sell
975
-132
-12% -$10.4K ﹤0.01% 796
2023
Q3
$75K Sell
1,107
-2
-0.2% -$136 ﹤0.01% 712
2023
Q2
$78K Sell
1,109
-124
-10% -$8.72K ﹤0.01% 562
2023
Q1
$87K Buy
1,233
+72
+6% +$5.08K ﹤0.01% 814
2022
Q4
$67K Buy
1,161
+154
+15% +$8.89K ﹤0.01% 811
2022
Q3
$62K Buy
1,007
+81
+9% +$4.99K ﹤0.01% 680
2022
Q2
$69K Buy
+926
New +$69K ﹤0.01% 600