Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.8K Sell
486
-1,317
-73% -$31.9K ﹤0.01% 465
2025
Q1
$45.7K Buy
1,803
+821
+84% +$20.8K 0.02% 259
2024
Q4
$26K Sell
982
-476
-33% -$12.6K 0.01% 351
2024
Q3
$42.2K Buy
1,458
+171
+13% +$4.95K 0.02% 285
2024
Q2
$36.2K Sell
1,287
-1,490
-54% -$41.9K 0.02% 307
2024
Q1
$77K Buy
2,777
+1,723
+163% +$47.8K 0.03% 225
2023
Q4
$30.4K Buy
+1,054
New +$30.4K 0.01% 523