Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2,307
-447
-16% -$41K 0.01% 646
2025
Q1
$242K Buy
2,754
+738
+37% +$64.9K 0.01% 584
2024
Q4
$187K Buy
2,016
+350
+21% +$32.4K 0.01% 578
2024
Q3
$155K Buy
1,666
+1,579
+1,815% +$146K 0.01% 627
2024
Q2
$6.52K Hold
87
﹤0.01% 1377
2024
Q1
$7.51K Hold
87
﹤0.01% 1108
2023
Q4
$6.02K Sell
87
-65
-43% -$4.5K ﹤0.01% 1135
2023
Q3
$8.32K Buy
152
+65
+75% +$3.56K ﹤0.01% 1049
2023
Q2
$4.85K Hold
87
﹤0.01% 1113
2023
Q1
$4.43K Hold
87
﹤0.01% 1109
2022
Q4
$3.46K Hold
87
﹤0.01% 1103
2022
Q3
$3K Hold
87
﹤0.01% 1032
2022
Q2
$3K Buy
+87
New +$3K ﹤0.01% 941