Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97K Sell
3,740
-154
-4% -$3.99K 0.01% 1061
2025
Q1
$98K Buy
3,894
+3,890
+97,250% +$97.9K 0.01% 984
2024
Q4
$95 Sell
4
-4,211
-100% -$100K 0.01% 934
2024
Q3
$81K Buy
4,215
+1,135
+37% +$21.8K 0.01% 1045
2024
Q2
$52K Buy
3,080
+220
+8% +$3.71K ﹤0.01% 1136
2024
Q1
$49K Sell
2,860
-70
-2% -$1.2K ﹤0.01% 1142
2023
Q4
$55K Sell
2,930
-175
-6% -$3.29K 0.01% 1098
2023
Q3
$51K Buy
+3,105
New +$51K 0.01% 1130