Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.1K Sell
454
-68
-13% -$12.1K ﹤0.01% 475
2025
Q1
$83.7K Sell
522
-99
-16% -$15.9K ﹤0.01% 480
2024
Q4
$108K Sell
621
-9,303
-94% -$1.62M ﹤0.01% 455
2024
Q3
$2.25M Sell
9,924
-90
-0.9% -$20.4K 0.04% 168
2024
Q2
$2.24M Buy
10,014
+283
+3% +$63.3K 0.09% 107
2024
Q1
$2.49M Sell
9,731
-393
-4% -$101K 0.1% 113
2023
Q4
$2.3M Sell
10,124
-823
-8% -$187K 0.1% 109
2023
Q3
$2.21M Buy
10,947
+173
+2% +$34.9K 0.11% 110
2023
Q2
$1.98M Buy
+10,774
New +$1.98M 0.09% 112