Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.1K Sell
417
-85
-17% -$13.1K 0.01% 501
2025
Q1
$74.1K Buy
502
+182
+57% +$26.9K 0.02% 429
2024
Q4
$41.3K Buy
320
+98
+44% +$12.7K 0.01% 601
2024
Q3
$30.4K Sell
222
-3,362
-94% -$460K ﹤0.01% 611
2024
Q2
$361K Buy
+3,584
New +$361K 0.04% 296
2024
Q1
Sell
-5,063
Closed -$464K 880
2023
Q4
$464K Buy
5,063
+4,570
+927% +$418K 0.08% 185
2023
Q3
$38.6K Sell
493
-5,389
-92% -$422K 0.01% 562
2023
Q2
$497K Buy
+5,882
New +$497K 0.08% 215