Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
6,264
+3,398
+119% +$71.1K 0.03% 447
2025
Q1
$68.7K Sell
2,866
-823
-22% -$19.7K 0.01% 658
2024
Q4
$78.8K Buy
3,689
+448
+14% +$9.57K 0.01% 518
2024
Q3
$75K Buy
3,241
+2,453
+311% +$56.7K 0.02% 524
2024
Q2
$14.3K Buy
+788
New +$14.3K ﹤0.01% 1188
2024
Q1
Sell
-1,926
Closed -$41.5K 1757
2023
Q4
$41.5K Buy
+1,926
New +$41.5K 0.01% 351