Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.54K Hold
126
﹤0.01% 258
2025
Q1
$9.46K Sell
126
-38,046
-100% -$2.85M ﹤0.01% 277
2024
Q4
$2.92M Buy
38,172
+4,493
+13% +$344K 0.09% 181
2024
Q3
$2.63M Sell
33,679
-492
-1% -$38.4K 0.08% 193
2024
Q2
$2.44M Sell
34,171
-420
-1% -$30K 0.07% 191
2024
Q1
$2.81M Buy
34,591
+15,421
+80% +$1.25M 0.08% 181
2023
Q4
$1.4M Buy
+19,170
New +$1.4M 0.04% 198