Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.09K Sell
93
-720
-89% -$31.7K ﹤0.01% 1484
2025
Q1
$41K Sell
813
-897
-52% -$45.2K 0.01% 881
2024
Q4
$73.4K Buy
1,710
+1,605
+1,529% +$68.9K 0.01% 545
2024
Q3
$4.12K Sell
105
-1,161
-92% -$45.5K ﹤0.01% 1443
2024
Q2
$40.8K Sell
1,266
-1,810
-59% -$58.3K 0.01% 743
2024
Q1
$101K Buy
3,076
+1,003
+48% +$33K 0.02% 210
2023
Q4
$72K Buy
2,073
+1,744
+530% +$60.5K 0.01% 199
2023
Q3
$11.9K Buy
+329
New +$11.9K ﹤0.01% 813
2023
Q2
Sell
-60
Closed -$2.77K 1138
2023
Q1
$2.77K Buy
+60
New +$2.77K ﹤0.01% 922