Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
+3,072
New +$179K 0.04% 372
2025
Q1
Sell
-2,476
Closed -$92.2K 1878
2024
Q4
$92.2K Sell
2,476
-530
-18% -$19.7K 0.01% 450
2024
Q3
$161K Buy
+3,006
New +$161K 0.04% 274
2024
Q2
Sell
-916
Closed -$32.8K 1980
2024
Q1
$32.8K Buy
916
+484
+112% +$17.3K 0.01% 639
2023
Q4
$17.9K Buy
+432
New +$17.9K ﹤0.01% 776
2023
Q3
Sell
-512
Closed -$21.8K 1239
2023
Q2
$21.8K Sell
512
-113
-18% -$4.82K 0.01% 511
2023
Q1
$30.6K Buy
625
+585
+1,463% +$28.7K 0.01% 417
2022
Q4
$1.89K Buy
+40
New +$1.89K ﹤0.01% 860