Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.6K Sell
125
-1
-0.8% -$181 ﹤0.01% 2595
2025
Q1
$22.1K Sell
126
-368
-74% -$64.6K ﹤0.01% 2344
2024
Q4
$97.2K Sell
494
-609
-55% -$120K ﹤0.01% 1322
2024
Q3
$223K Buy
1,103
+14
+1% +$2.83K 0.01% 949
2024
Q2
$178K Buy
1,089
+334
+44% +$54.5K 0.01% 892
2024
Q1
$119K Buy
755
+60
+9% +$9.43K 0.01% 881
2023
Q4
$101K Buy
695
+59
+9% +$8.55K 0.01% 801
2023
Q3
$71.9K Buy
636
+204
+47% +$23K 0.01% 670
2023
Q2
$46.8K Buy
432
+377
+685% +$40.9K 0.01% 698
2023
Q1
$5.54K Buy
55
+51
+1,275% +$5.14K ﹤0.01% 1313
2022
Q4
$351 Buy
+4
New +$351 ﹤0.01% 1911