Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.9K Sell
338
-31
-8% -$3.84K 0.01% 587
2025
Q1
$212K Sell
369
-1,042
-74% -$600K 0.05% 267
2024
Q4
$229K Sell
1,411
-14
-1% -$2.28K 0.03% 299
2024
Q3
$232K Sell
1,425
-982
-41% -$160K 0.04% 262
2024
Q2
$323K Buy
2,407
+1,770
+278% +$238K 0.04% 315
2024
Q1
$96.6K Sell
637
-184
-22% -$27.9K 0.18% 75
2023
Q4
$117K Sell
821
-3,376
-80% -$482K 0.02% 382
2023
Q3
$550K Sell
4,197
-263
-6% -$34.5K 0.16% 141
2023
Q2
$712K Buy
+4,460
New +$712K 0.12% 164