Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Sell
69
-704
-91% -$251K ﹤0.01% 897
2025
Q1
$308K Buy
773
+474
+159% +$189K 0.04% 374
2024
Q4
$107K Sell
299
-1,703
-85% -$612K 0.01% 651
2024
Q3
$693K Buy
+2,002
New +$693K 0.08% 269
2024
Q2
Sell
-1,849
Closed -$617K 1134
2024
Q1
$617K Buy
1,849
+1,611
+677% +$538K 0.15% 163
2023
Q4
$69.3K Buy
238
+117
+97% +$34K 0.02% 464
2023
Q3
$39.2K Buy
+121
New +$39.2K 0.02% 481