Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.3K Buy
10,018
+895
+10% +$8.69K ﹤0.01% 1772
2025
Q1
$92.1K Sell
9,123
-743
-8% -$7.5K ﹤0.01% 1585
2024
Q4
$87.5K Buy
9,866
+1,007
+11% +$8.93K ﹤0.01% 1368
2024
Q3
$103K Sell
8,859
-30,549
-78% -$357K ﹤0.01% 1289
2024
Q2
$441K Sell
39,408
-2,453
-6% -$27.5K 0.02% 521
2024
Q1
$507K Buy
41,861
+15,292
+58% +$185K 0.03% 390
2023
Q4
$421K Buy
26,569
+23,707
+828% +$376K 0.03% 386
2023
Q3
$38.4K Buy
+2,862
New +$38.4K 0.01% 861