Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60K Sell
6,314
-191
-3% -$1.82K 0.01% 770
2025
Q1
$79K Buy
6,505
+3,889
+149% +$47.3K 0.02% 602
2024
Q4
$36.8K Buy
2,616
+138
+6% +$1.94K 0.01% 902
2024
Q3
$43K Buy
2,478
+1,405
+131% +$24.4K 0.01% 784
2024
Q2
$17.7K Buy
1,073
+973
+973% +$16.1K 0.01% 1113
2024
Q1
$1.84K Buy
+100
New +$1.84K ﹤0.01% 1475
2023
Q1
Sell
-137
Closed -$2.92K 1109
2022
Q4
$2.92K Buy
+137
New +$2.92K ﹤0.01% 828