Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.7K Sell
671
-1,608
-71% -$80.7K 0.01% 996
2025
Q1
$108K Buy
2,279
+975
+75% +$46K 0.02% 486
2024
Q4
$69K Sell
1,304
-649
-33% -$34.3K 0.01% 580
2024
Q3
$108K Buy
1,953
+1,067
+120% +$59.3K 0.03% 383
2024
Q2
$52.3K Buy
886
+143
+19% +$8.43K 0.02% 614
2024
Q1
$51.1K Buy
743
+294
+65% +$20.2K 0.01% 416
2023
Q4
$36.4K Sell
449
-13
-3% -$1.05K 0.01% 410
2023
Q3
$29.8K Buy
+462
New +$29.8K 0.01% 474
2023
Q2
Sell
-266
Closed -$29.6K 1118
2023
Q1
$29.6K Buy
266
+146
+122% +$16.3K 0.01% 429
2022
Q4
$14.4K Buy
+120
New +$14.4K ﹤0.01% 432