Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.9K Buy
75
+1
+1% +$239 ﹤0.01% 420
2025
Q1
$16.9K Sell
74
-10
-12% -$2.28K ﹤0.01% 416
2024
Q4
$17.4K Sell
84
-24,520
-100% -$5.07M ﹤0.01% 406
2024
Q3
$5.53M Sell
24,604
-920
-4% -$207K 0.8% 41
2024
Q2
$5.6M Buy
25,524
+769
+3% +$169K 0.77% 41
2024
Q1
$5.57M Buy
24,755
+552
+2% +$124K 0.8% 41
2023
Q4
$5.32M Buy
24,203
+1,159
+5% +$255K 0.86% 39
2023
Q3
$5.06M Buy
23,044
+1,567
+7% +$344K 0.92% 36
2023
Q2
$4.83M Buy
+21,477
New +$4.83M 0.85% 40