Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
235
-36
-13% -$17.5K 0.01% 1333
2025
Q1
$167K Buy
271
+144
+113% +$88.6K 0.01% 873
2024
Q4
$67.3K Sell
127
-11
-8% -$5.83K 0.01% 1412
2024
Q3
$82.9K Buy
138
+52
+60% +$31.3K 0.01% 1124
2024
Q2
$46.7K Buy
86
+22
+34% +$11.9K 0.01% 1245
2024
Q1
$41.1K Buy
64
+2
+3% +$1.28K 0.01% 1171
2023
Q4
$36.8K Buy
+62
New +$36.8K 0.01% 1093