Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.37K Sell
34
-19
-36% -$4.68K ﹤0.01% 936
2025
Q1
$12.4K Sell
53
-2,707
-98% -$635K ﹤0.01% 759
2024
Q4
$712K Buy
2,760
+104
+4% +$26.8K 0.1% 145
2024
Q3
$649K Sell
2,656
-551
-17% -$135K 0.1% 141
2024
Q2
$721K Buy
3,207
+3,123
+3,718% +$702K 0.09% 196
2024
Q1
$22.9K Sell
84
-2,772
-97% -$755K 0.04% 209
2023
Q4
$788K Buy
2,856
+34
+1% +$9.39K 0.13% 134
2023
Q3
$606K Buy
2,822
+194
+7% +$41.7K 0.18% 126
2023
Q2
$591K Buy
+2,628
New +$591K 0.1% 191