Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.4K Sell
305
-288
-49% -$41.9K ﹤0.01% 2187
2025
Q1
$98.8K Buy
593
+110
+23% +$18.3K ﹤0.01% 1552
2024
Q4
$101K Sell
483
-117
-20% -$24.5K ﹤0.01% 1310
2024
Q3
$172K Buy
600
+29
+5% +$8.34K 0.01% 1047
2024
Q2
$181K Buy
571
+208
+57% +$65.8K 0.01% 880
2024
Q1
$120K Buy
363
+22
+6% +$7.3K 0.01% 877
2023
Q4
$96.5K Buy
341
+212
+164% +$60K 0.01% 814
2023
Q3
$31.8K Sell
129
-21
-14% -$5.17K 0.01% 945
2023
Q2
$37.5K Buy
150
+76
+103% +$19K 0.01% 761
2023
Q1
$15.8K Sell
74
-50
-40% -$10.7K ﹤0.01% 973
2022
Q4
$24.1K Buy
+124
New +$24.1K 0.01% 673