Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.4K Buy
252
+21
+9% +$6.2K 0.02% 475
2025
Q1
$64.1K Sell
231
-195
-46% -$54.1K 0.02% 449
2024
Q4
$95.7K Buy
426
+63
+17% +$14.2K 0.01% 436
2024
Q3
$81.9K Hold
363
0.01% 423
2024
Q2
$81.2K Buy
+363
New +$81.2K 0.01% 660
2024
Q1
Sell
-363
Closed -$74.6K 635
2023
Q4
$74.6K Buy
363
+205
+130% +$42.1K 0.01% 452
2023
Q3
$28.4K Buy
+158
New +$28.4K 0.01% 629