Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
566
-4,185
-88% -$913K 0.03% 468
2025
Q1
$646K Buy
4,751
+3,706
+355% +$504K 0.14% 111
2024
Q4
$150K Sell
1,045
-454
-30% -$65.3K 0.02% 296
2024
Q3
$180K Buy
1,499
+859
+134% +$103K 0.05% 249
2024
Q2
$69.6K Buy
+640
New +$69.6K 0.02% 475
2024
Q1
Sell
-67
Closed -$8.54K 1743
2023
Q4
$8.54K Buy
67
+18
+37% +$2.29K ﹤0.01% 1085
2023
Q3
$6.22K Sell
49
-1
-2% -$127 ﹤0.01% 942
2023
Q2
$5.4K Buy
+50
New +$5.4K ﹤0.01% 908