Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.9K Sell
1,905
-2,606
-58% -$41K ﹤0.01% 351
2025
Q1
$86.1K Sell
4,511
-2,410
-35% -$46K 0.01% 280
2024
Q4
$165K Buy
6,921
+1,680
+32% +$40K 0.02% 244
2024
Q3
$147K Buy
5,241
+1,921
+58% +$53.8K 0.02% 247
2024
Q2
$86.8K Sell
3,320
-345
-9% -$9.02K 0.01% 271
2024
Q1
$80.1K Sell
3,665
-600
-14% -$13.1K 0.01% 284
2023
Q4
$99.2K Hold
4,265
0.02% 269
2023
Q3
$84.1K Sell
4,265
-35
-0.8% -$690 0.02% 280
2023
Q2
$97.4K Buy
4,300
+2,340
+119% +$53K 0.02% 275
2023
Q1
$38.5K Buy
1,960
+1,730
+752% +$34K 0.01% 327
2022
Q4
$3.94K Buy
+230
New +$3.94K ﹤0.01% 473