Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.3K Buy
182
+11
+6% +$1.77K 0.01% 664
2025
Q1
$23.1K Sell
171
-2,440
-93% -$329K 0.01% 652
2024
Q4
$376K Buy
2,611
+8
+0.3% +$1.15K 0.05% 222
2024
Q3
$424K Sell
2,603
-769
-23% -$125K 0.07% 187
2024
Q2
$491K Buy
+3,372
New +$491K 0.06% 249
2024
Q1
Sell
-2,584
Closed -$280K 851
2023
Q4
$280K Buy
2,584
+163
+7% +$17.6K 0.05% 249
2023
Q3
$223K Sell
2,421
-169
-7% -$15.6K 0.07% 265
2023
Q2
$229K Buy
+2,590
New +$229K 0.04% 352