Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.2K Buy
1,982
+44
+2% +$693 0.01% 1021
2025
Q1
$23K Sell
1,938
-6,408
-77% -$76.1K 0.01% 1069
2024
Q4
$108K Sell
8,346
-4,756
-36% -$61.4K 0.02% 400
2024
Q3
$167K Buy
13,102
+9,548
+269% +$122K 0.04% 264
2024
Q2
$50.1K Buy
3,554
+3,468
+4,033% +$48.9K 0.01% 632
2024
Q1
$1.66K Sell
86
-2,873
-97% -$55.6K ﹤0.01% 1494
2023
Q4
$44.4K Buy
+2,959
New +$44.4K 0.01% 326
2023
Q3
Sell
-1,073
Closed -$10.3K 1217
2023
Q2
$10.3K Buy
1,073
+492
+85% +$4.72K ﹤0.01% 786
2023
Q1
$5.39K Buy
+581
New +$5.39K ﹤0.01% 863