Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.1K Buy
+294
New +$42.1K 0.01% 112
2025
Q1
Sell
-2,673
Closed -$387K 109
2024
Q4
$387K Buy
2,673
+36
+1% +$5.21K 0.1% 76
2024
Q3
$337K Sell
2,637
-230
-8% -$29.4K 0.13% 67
2024
Q2
$448K Buy
2,867
+200
+7% +$31.3K 0.12% 77
2024
Q1
$421K Buy
2,667
+65
+2% +$10.3K 0.11% 82
2023
Q4
$388K Buy
2,602
+1,308
+101% +$195K 0.1% 89
2023
Q3
$218K Buy
+1,294
New +$218K 0.07% 116
2023
Q2
Sell
-1,216
Closed -$218K 116
2023
Q1
$218K Buy
1,216
+3
+0.2% +$537 0.05% 105
2022
Q4
$218K Buy
+1,213
New +$218K 0.03% 109
2022
Q2
Sell
-1,292
Closed -$210K 144
2022
Q1
$210K Buy
+1,292
New +$210K 0.06% 137