Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
119
-5
-4% -$4.48K 0.02% 423
2025
Q1
$84.3K Sell
124
-19
-13% -$12.9K 0.01% 447
2024
Q4
$90.1K Buy
143
+12
+9% +$7.56K 0.01% 469
2024
Q3
$101K Buy
131
+2
+2% +$1.55K 0.02% 442
2024
Q2
$106K Hold
129
0.02% 392
2024
Q1
$90.1K Hold
129
0.02% 423
2023
Q4
$75K Buy
129
+91
+239% +$52.9K 0.02% 438
2023
Q3
$17.4K Hold
38
﹤0.01% 623
2023
Q2
$18.4K Hold
38
﹤0.01% 609
2023
Q1
$15.2K Sell
38
-91
-71% -$36.3K ﹤0.01% 623
2022
Q4
$48.6K Buy
+129
New +$48.6K 0.01% 450