Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.1K Buy
647
+9
+1% +$1.21K 0.02% 460
2025
Q1
$140K Sell
638
-18
-3% -$3.96K 0.03% 331
2024
Q4
$76.8K Buy
656
+7
+1% +$820 0.01% 474
2024
Q3
$97.9K Sell
649
-1,168
-64% -$176K 0.02% 388
2024
Q2
$286K Buy
1,817
+1,521
+514% +$239K 0.04% 340
2024
Q1
$59.2K Sell
296
-1,216
-80% -$243K 0.11% 120
2023
Q4
$263K Sell
1,512
-4,209
-74% -$733K 0.04% 262
2023
Q3
$895K Sell
5,721
-294
-5% -$46K 0.26% 97
2023
Q2
$988K Buy
+6,015
New +$988K 0.16% 125