Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.4K Sell
615
-171
-22% -$26.8K ﹤0.01% 1776
2025
Q1
$103K Buy
786
+331
+73% +$43.4K ﹤0.01% 1534
2024
Q4
$65K Buy
455
+2
+0.4% +$286 ﹤0.01% 1521
2024
Q3
$67.7K Sell
453
-60
-12% -$8.97K ﹤0.01% 1486
2024
Q2
$64.7K Buy
513
+427
+497% +$53.9K ﹤0.01% 1301
2024
Q1
$11.5K Buy
86
+22
+34% +$2.95K ﹤0.01% 1703
2023
Q4
$7.64K Buy
64
+52
+433% +$6.2K ﹤0.01% 1737
2023
Q3
$1.18K Hold
12
﹤0.01% 2029
2023
Q2
$1.12K Sell
12
-12
-50% -$1.12K ﹤0.01% 1938
2023
Q1
$2.07K Buy
24
+19
+380% +$1.64K ﹤0.01% 1636
2022
Q4
$406 Buy
+5
New +$406 ﹤0.01% 1873