Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.5K Buy
315
+42
+15% +$2.99K ﹤0.01% 726
2025
Q1
$20K Sell
273
-263
-49% -$19.2K ﹤0.01% 688
2024
Q4
$33.7K Buy
536
+2
+0.4% +$126 ﹤0.01% 633
2024
Q3
$35.2K Sell
534
-2,445
-82% -$161K 0.01% 586
2024
Q2
$217K Buy
2,979
+107
+4% +$7.8K 0.03% 411
2024
Q1
$195K Buy
+2,872
New +$195K 0.37% 46
2023
Q4
Sell
-2,797
Closed -$180K 1318
2023
Q3
$180K Buy
2,797
+48
+2% +$3.09K 0.05% 300
2023
Q2
$167K Buy
+2,749
New +$167K 0.03% 405