Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
817
-219
-21% -$39.6K 0.01% 1125
2025
Q1
$180K Buy
1,036
+618
+148% +$107K 0.01% 819
2024
Q4
$82.3K Buy
418
+87
+26% +$17.1K 0.01% 1257
2024
Q3
$66.9K Buy
331
+62
+23% +$12.5K 0.01% 1283
2024
Q2
$45K Buy
269
+14
+5% +$2.34K 0.01% 1273
2024
Q1
$40.7K Buy
255
+11
+5% +$1.76K 0.01% 1177
2023
Q4
$34.1K Buy
+244
New +$34.1K 0.01% 1146