Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Buy
13,104
+243
+2% +$403 ﹤0.01% 3414
2025
Q1
$23.7K Buy
12,861
+475
+4% +$874 ﹤0.01% 3368
2024
Q4
$30.8K Sell
12,386
-143
-1% -$355 ﹤0.01% 3329
2024
Q3
$56.6K Sell
12,529
-1,049
-8% -$4.74K ﹤0.01% 3177
2024
Q2
$80.2K Buy
13,578
+160
+1% +$946 ﹤0.01% 2989
2024
Q1
$145K Sell
13,418
-56
-0.4% -$605 ﹤0.01% 2851
2023
Q4
$88.9K Sell
13,474
-17,474
-56% -$115K ﹤0.01% 2869
2023
Q3
$43K Buy
30,948
+10,330
+50% +$14.4K ﹤0.01% 2784
2023
Q2
$45.2K Buy
20,618
+1,950
+10% +$4.27K ﹤0.01% 2724
2023
Q1
$66K Buy
+18,668
New +$66K ﹤0.01% 2632