Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.2K Sell
96
-2,172
-96% -$570K 0.01% 1100
2025
Q1
$528K Buy
+2,268
New +$528K 0.11% 148
2024
Q4
Sell
-414
Closed -$92.5K 1829
2024
Q3
$92.5K Buy
+414
New +$92.5K 0.02% 441
2024
Q2
Sell
-2,545
Closed -$556K 1939
2024
Q1
$556K Buy
2,545
+2,493
+4,794% +$545K 0.11% 102
2023
Q4
$11.8K Buy
+52
New +$11.8K ﹤0.01% 976
2023
Q2
Sell
-69
Closed -$13.5K 1191
2023
Q1
$13.5K Buy
+69
New +$13.5K ﹤0.01% 707