Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.7K Sell
474
-237
-33% -$23.4K 0.01% 561
2025
Q1
$74.4K Sell
711
-9,189
-93% -$962K 0.02% 426
2024
Q4
$780K Buy
9,900
+4,221
+74% +$333K 0.11% 137
2024
Q3
$422K Buy
5,679
+419
+8% +$31.1K 0.07% 188
2024
Q2
$497K Buy
5,260
+5,136
+4,142% +$486K 0.06% 245
2024
Q1
$12.8K Sell
124
-5,175
-98% -$536K 0.02% 263
2023
Q4
$480K Buy
5,299
+548
+12% +$49.6K 0.08% 181
2023
Q3
$387K Buy
4,751
+94
+2% +$7.66K 0.11% 184
2023
Q2
$323K Buy
+4,657
New +$323K 0.05% 294