Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.1K Sell
61
-116
-66% -$42K 0.01% 320
2025
Q1
$48K Sell
177
-19
-10% -$5.15K 0.02% 194
2024
Q4
$65.2K Buy
196
+20
+11% +$6.65K 0.03% 160
2024
Q3
$58.3K Buy
176
+54
+44% +$17.9K 0.03% 159
2024
Q2
$38.2K Buy
122
+8
+7% +$2.51K 0.02% 161
2024
Q1
$35.7K Buy
114
+5
+5% +$1.57K 0.03% 133
2023
Q4
$26.3K Buy
+109
New +$26.3K 0.02% 136