Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.7K Hold
640
0.03% 335
2025
Q1
$46.6K Hold
640
0.02% 367
2024
Q4
$38.6K Buy
640
+200
+45% +$12.1K 0.02% 393
2024
Q3
$33.1K Sell
440
-125
-22% -$9.4K 0.02% 417
2024
Q2
$41.1K Sell
565
-260
-32% -$18.9K 0.02% 378
2024
Q1
$63.5K Sell
825
-475
-37% -$36.6K 0.03% 324
2023
Q4
$80K Buy
1,300
+625
+93% +$38.5K 0.04% 295
2023
Q3
$31K Hold
675
0.02% 382
2023
Q2
$29.1K Buy
675
+255
+61% +$11K 0.02% 387
2023
Q1
$13.3K Buy
+420
New +$13.3K 0.01% 378