Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4K Sell
147
-346
-70% -$24.6K ﹤0.01% 467
2025
Q1
$31.3K Buy
493
+9
+2% +$571 ﹤0.01% 363
2024
Q4
$36.6K Sell
484
-14,001
-97% -$1.06M ﹤0.01% 339
2024
Q3
$1.36M Sell
14,485
-310
-2% -$29.1K 0.2% 74
2024
Q2
$1.12M Buy
14,795
+310
+2% +$23.4K 0.15% 80
2024
Q1
$1.36M Buy
14,485
+2,083
+17% +$196K 0.19% 74
2023
Q4
$1.35M Buy
12,402
+91
+0.7% +$9.88K 0.22% 77
2023
Q3
$1.18M Sell
12,311
-64
-0.5% -$6.12K 0.21% 78
2023
Q2
$1.37M Buy
+12,375
New +$1.37M 0.24% 75