Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13K Sell
205
-109
-35% -$6.91K 0.01% 1401
2025
Q1
$18K Sell
314
-888
-74% -$50.9K 0.01% 1228
2024
Q4
$64K Sell
1,202
-478
-28% -$25.5K 0.04% 758
2024
Q3
$73K Buy
1,680
+1,370
+442% +$59.5K 0.05% 698
2024
Q2
$9K Buy
310
+1
+0.3% +$29 0.01% 1599
2024
Q1
$8K Sell
309
-1
-0.3% -$26 0.01% 1690
2023
Q4
$9K Sell
310
-1
-0.3% -$29 0.01% 1631
2023
Q3
$7K Sell
311
-4
-1% -$90 0.01% 1611
2023
Q2
$11K Sell
315
-2
-0.6% -$70 0.01% 1380
2023
Q1
$10K Buy
317
+1
+0.3% +$32 0.01% 1305
2022
Q4
$11K Buy
316
+149
+89% +$5.19K 0.01% 1271
2022
Q3
$5K Buy
+167
New +$5K ﹤0.01% 1482