Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Sell
2,589
-2,163
-46% -$161K 0.04% 360
2025
Q1
$310K Buy
4,752
+4,150
+689% +$271K 0.07% 221
2024
Q4
$51.4K Sell
602
-1,466
-71% -$125K 0.01% 720
2024
Q3
$161K Sell
2,068
-2,123
-51% -$166K 0.04% 273
2024
Q2
$243K Buy
4,191
+3,740
+829% +$217K 0.07% 123
2024
Q1
$30.2K Sell
451
-769
-63% -$51.5K 0.01% 686
2023
Q4
$74.9K Buy
1,220
+923
+311% +$56.7K 0.01% 192
2023
Q3
$17.4K Sell
297
-885
-75% -$51.7K ﹤0.01% 696
2023
Q2
$78.9K Buy
1,182
+841
+247% +$56.1K 0.03% 130
2023
Q1
$25.9K Sell
341
-443
-57% -$33.6K 0.01% 494
2022
Q4
$55.8K Buy
+784
New +$55.8K 0.01% 73