Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.6K Buy
2,918
+696
+31% +$15.9K 0.01% 496
2025
Q1
$48.7K Sell
2,222
-1,378
-38% -$30.2K 0.01% 487
2024
Q4
$72.2K Buy
3,600
+190
+6% +$3.81K 0.01% 487
2024
Q3
$80K Sell
3,410
-20,572
-86% -$483K 0.01% 429
2024
Q2
$740K Buy
23,982
+20,615
+612% +$636K 0.09% 192
2024
Q1
$150K Sell
3,367
-26,363
-89% -$1.17M 0.29% 53
2023
Q4
$1.49M Buy
29,730
+4,196
+16% +$211K 0.25% 83
2023
Q3
$908K Buy
25,534
+66
+0.3% +$2.35K 0.27% 95
2023
Q2
$856K Buy
25,468
+6,020
+31% +$202K 0.14% 142
2023
Q1
$640K Buy
+19,448
New +$640K 0.16% 98