Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.8K Sell
3,791
-100
-3% -$2.26K 0.02% 461
2025
Q1
$88.6K Buy
3,891
+1,695
+77% +$38.6K 0.02% 404
2024
Q4
$50.9K Sell
2,196
-142
-6% -$3.29K 0.01% 546
2024
Q3
$81.4K Sell
2,338
-2,235
-49% -$77.8K 0.01% 424
2024
Q2
$147K Buy
+4,573
New +$147K 0.02% 494
2023
Q4
Sell
-4,154
Closed -$159K 1147
2023
Q3
$159K Sell
4,154
-1,298
-24% -$49.6K 0.05% 321
2023
Q2
$250K Buy
+5,452
New +$250K 0.04% 331