Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.9K Sell
100
-1,178
-92% -$553K 0.01% 872
2025
Q1
$595K Buy
1,278
+205
+19% +$95.5K 0.13% 128
2024
Q4
$449K Buy
1,073
+32
+3% +$13.4K 0.06% 152
2024
Q3
$496K Buy
+1,041
New +$496K 0.12% 147
2024
Q2
Sell
-122
Closed -$56.6K 1941
2024
Q1
$56.6K Buy
+122
New +$56.6K 0.01% 370
2023
Q4
Sell
-26
Closed -$9.68K 1476
2023
Q3
$9.68K Buy
+26
New +$9.68K ﹤0.01% 867
2023
Q1
Sell
-28
Closed -$9.13K 1124
2022
Q4
$9.13K Buy
+28
New +$9.13K ﹤0.01% 599