Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5K Sell
151
-4
-3% -$624 ﹤0.01% 399
2025
Q1
$25.5K Sell
155
-10
-6% -$1.65K ﹤0.01% 382
2024
Q4
$26.9K Sell
165
-613
-79% -$99.9K ﹤0.01% 365
2024
Q3
$132K Buy
778
+587
+307% +$99.3K 0.02% 189
2024
Q2
$33.1K Sell
191
-598
-76% -$104K ﹤0.01% 297
2024
Q1
$134K Sell
789
-3,026
-79% -$512K 0.02% 189
2023
Q4
$753K Sell
3,815
-4
-0.1% -$789 0.12% 102
2023
Q3
$664K Buy
3,819
+265
+7% +$46.1K 0.12% 108
2023
Q2
$612K Buy
+3,554
New +$612K 0.11% 110