Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.7K Sell
355
-166
-32% -$12.9K 0.01% 1068
2025
Q1
$42.4K Sell
521
-996
-66% -$81.1K 0.01% 866
2024
Q4
$136K Buy
1,517
+1,307
+622% +$118K 0.02% 324
2024
Q3
$13K Sell
210
-779
-79% -$48.4K ﹤0.01% 1207
2024
Q2
$52.9K Buy
+989
New +$52.9K 0.02% 606
2024
Q1
Sell
-1,209
Closed -$71.9K 1667
2023
Q4
$71.9K Buy
1,209
+774
+178% +$46K 0.01% 200
2023
Q3
$18.3K Buy
435
+76
+21% +$3.19K ﹤0.01% 677
2023
Q2
$18.3K Sell
359
-378
-51% -$19.3K 0.01% 588
2023
Q1
$43K Buy
737
+361
+96% +$21K 0.01% 248
2022
Q4
$20.8K Buy
+376
New +$20.8K ﹤0.01% 284