Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.7K Sell
135
-368
-73% -$103K ﹤0.01% 351
2025
Q1
$157K Sell
503
-132
-21% -$41.1K 0.02% 218
2024
Q4
$166K Sell
635
-526
-45% -$137K 0.02% 206
2024
Q3
$330K Buy
1,161
+518
+81% +$147K 0.05% 135
2024
Q2
$201K Sell
643
-524
-45% -$164K 0.03% 154
2024
Q1
$332K Sell
1,167
-2,664
-70% -$757K 0.05% 134
2023
Q4
$1.1M Sell
3,831
-14
-0.4% -$4.03K 0.18% 83
2023
Q3
$1.03M Buy
3,845
+26
+0.7% +$6.99K 0.19% 83
2023
Q2
$848K Buy
+3,819
New +$848K 0.15% 92