Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
1,403
-1,910
-58% -$80.3K 0.03% 832
2025
Q1
$130K Buy
3,313
+1,402
+73% +$55K 0.09% 337
2024
Q4
$85K Buy
1,911
+547
+40% +$24.3K 0.05% 616
2024
Q3
$76K Buy
1,364
+100
+8% +$5.57K 0.05% 676
2024
Q2
$94K Buy
1,264
+407
+47% +$30.3K 0.06% 530
2024
Q1
$64K Buy
857
+36
+4% +$2.69K 0.04% 782
2023
Q4
$57K Buy
821
+128
+18% +$8.89K 0.04% 791
2023
Q3
$52K Buy
693
+449
+184% +$33.7K 0.04% 759
2023
Q2
$15K Buy
244
+101
+71% +$6.21K 0.01% 1266
2023
Q1
$9K Hold
143
0.01% 1391
2022
Q4
$10K Buy
143
+139
+3,475% +$9.72K 0.01% 1345
2022
Q3
$0 Buy
+4
New ﹤0.01% 2646