Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
1,406
+41
+3% +$2.93K 0.02% 430
2025
Q1
$93K Sell
1,365
-155
-10% -$10.6K 0.02% 398
2024
Q4
$92.9K Hold
1,520
0.01% 441
2024
Q3
$87.1K Buy
1,520
+700
+85% +$40.1K 0.01% 411
2024
Q2
$41.5K Buy
+820
New +$41.5K 0.01% 851
2024
Q1
Sell
-820
Closed -$37.5K 536
2023
Q4
$37.5K Buy
820
+705
+613% +$32.3K 0.01% 584
2023
Q3
$5.15K Sell
115
-821
-88% -$36.7K ﹤0.01% 944
2023
Q2
$44.4K Buy
+936
New +$44.4K 0.01% 691