Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Buy
9,150
+4,830
+112% +$60K 0.01% 1345
2025
Q1
$65.8K Buy
4,320
+2,737
+173% +$41.7K ﹤0.01% 1593
2024
Q4
$23.1K Sell
1,583
-3,606
-69% -$52.6K ﹤0.01% 2196
2024
Q3
$82.9K Sell
5,189
-307
-6% -$4.9K 0.01% 1128
2024
Q2
$104K Buy
5,496
+848
+18% +$16.1K 0.01% 756
2024
Q1
$90.7K Buy
4,648
+1,497
+48% +$29.2K 0.02% 691
2023
Q4
$61.5K Buy
+3,151
New +$61.5K 0.02% 779