Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
3,766
+767
+26% +$62.6K 0.01% 256
2025
Q1
$298K Sell
2,999
-900
-23% -$89.3K 0.01% 243
2024
Q4
$391K Buy
3,899
+1,033
+36% +$104K 0.02% 233
2024
Q3
$261K Hold
2,866
0.01% 248
2024
Q2
$234K Sell
2,866
-600
-17% -$48.9K 0.01% 249
2024
Q1
$278K Sell
3,466
-250
-7% -$20K 0.01% 244
2023
Q4
$261K Buy
3,716
+205
+6% +$14.4K 0.01% 241
2023
Q3
$223K Buy
3,511
+3,466
+7,702% +$220K 0.01% 241
2023
Q2
$2.78K Buy
+45
New +$2.78K ﹤0.01% 630