Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.5K Buy
488
+92
+23% +$7.45K 0.01% 603
2025
Q1
$39.4K Sell
396
-4,229
-91% -$421K 0.01% 536
2024
Q4
$465K Buy
4,625
+37
+0.8% +$3.72K 0.06% 191
2024
Q3
$418K Sell
4,588
-1,189
-21% -$108K 0.07% 189
2024
Q2
$472K Buy
5,777
+5,662
+4,923% +$463K 0.06% 256
2024
Q1
$9.18K Sell
115
-6,755
-98% -$539K 0.02% 294
2023
Q4
$482K Buy
6,870
+1,013
+17% +$71.1K 0.08% 180
2023
Q3
$372K Sell
5,857
-3,379
-37% -$214K 0.11% 191
2023
Q2
$572K Buy
+9,236
New +$572K 0.09% 194