Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.7K Sell
42
-329
-89% -$115K ﹤0.01% 1258
2025
Q1
$98.3K Buy
371
+94
+34% +$24.9K 0.02% 508
2024
Q4
$89.7K Sell
277
-880
-76% -$285K 0.01% 464
2024
Q3
$151K Buy
1,157
+634
+121% +$82.8K 0.04% 289
2024
Q2
$43.5K Sell
523
-380
-42% -$31.6K 0.01% 716
2024
Q1
$62.5K Sell
903
-196
-18% -$13.6K 0.01% 333
2023
Q4
$43.8K Buy
+1,099
New +$43.8K 0.01% 333
2023
Q3
Sell
-837
Closed -$21.5K 1039
2023
Q2
$21.5K Buy
+837
New +$21.5K 0.01% 519
2023
Q1
Sell
-1,706
Closed -$18K 964
2022
Q4
$18K Buy
+1,706
New +$18K ﹤0.01% 350