Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
5,816
-495
-8% -$11K ﹤0.01% 1622
2025
Q1
$144K Buy
6,311
+3,560
+129% +$81.1K ﹤0.01% 1365
2024
Q4
$63.8K Sell
2,751
-2,128
-44% -$49.3K ﹤0.01% 1531
2024
Q3
$170K Sell
4,879
-43
-0.9% -$1.5K 0.01% 1059
2024
Q2
$158K Buy
4,922
+4,362
+779% +$140K 0.01% 942
2024
Q1
$18.9K Buy
560
+131
+31% +$4.43K ﹤0.01% 1513
2023
Q4
$16.9K Buy
429
+47
+12% +$1.85K ﹤0.01% 1381
2023
Q3
$14.6K Buy
382
+36
+10% +$1.38K ﹤0.01% 1175
2023
Q2
$15.8K Hold
346
﹤0.01% 1063
2023
Q1
$15.5K Buy
346
+2
+0.6% +$90 ﹤0.01% 977
2022
Q4
$15.1K Buy
+344
New +$15.1K 0.01% 821