Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.4K Buy
567
+67
+13% +$7.02K ﹤0.01% 1665
2025
Q1
$49.9K Sell
500
-35
-7% -$3.49K ﹤0.01% 1647
2024
Q4
$58.5K Buy
+535
New +$58.5K ﹤0.01% 1592
2024
Q3
Sell
-3,030
Closed -$302K 1124
2024
Q2
$302K Sell
3,030
-3,911
-56% -$390K ﹤0.01% 962
2024
Q1
$767K Buy
6,941
+384
+6% +$42.4K 0.01% 642
2023
Q4
$703K Buy
6,557
+16
+0.2% +$1.72K 0.01% 574
2023
Q3
$644K Buy
6,541
+1,984
+44% +$195K 0.01% 542
2023
Q2
$480K Buy
+4,557
New +$480K 0.01% 646