Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4K Sell
99
-5
-5% -$676 ﹤0.01% 848
2025
Q1
$12.6K Sell
104
-80
-43% -$9.69K ﹤0.01% 755
2024
Q4
$24.2K Sell
184
-97
-35% -$12.7K ﹤0.01% 694
2024
Q3
$35.6K Sell
281
-2,624
-90% -$333K 0.01% 582
2024
Q2
$440K Buy
2,905
+2,754
+1,824% +$418K 0.05% 265
2024
Q1
$24.7K Sell
151
-1,386
-90% -$226K 0.05% 203
2023
Q4
$209K Sell
1,537
-404
-21% -$55K 0.04% 286
2023
Q3
$266K Sell
1,941
-48
-2% -$6.59K 0.08% 247
2023
Q2
$255K Buy
+1,989
New +$255K 0.04% 322