Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
10,849
-460
-4% -$19.2K 0.01% 952
2025
Q1
$477K Buy
11,309
+61
+0.5% +$2.57K 0.01% 805
2024
Q4
$547K Sell
11,248
-4,095
-27% -$199K 0.02% 552
2024
Q3
$1.01M Sell
15,343
-54
-0.4% -$3.56K 0.04% 347
2024
Q2
$872K Buy
15,397
+6,647
+76% +$376K 0.04% 332
2024
Q1
$549K Buy
8,750
+8,303
+1,857% +$521K 0.03% 376
2023
Q4
$28.2K Buy
447
+227
+103% +$14.3K ﹤0.01% 1230
2023
Q3
$14.7K Buy
220
+29
+15% +$1.94K ﹤0.01% 1171
2023
Q2
$19.9K Buy
191
+7
+4% +$730 ﹤0.01% 1000
2023
Q1
$22.5K Buy
184
+3
+2% +$366 0.01% 863
2022
Q4
$22.6K Buy
+181
New +$22.6K 0.01% 697