Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
350
-226
-39% -$32.3K 0.01% 843
2025
Q1
$72.5K Buy
576
+350
+155% +$44.1K 0.02% 632
2024
Q4
$31.7K Sell
226
-213
-49% -$29.9K ﹤0.01% 966
2024
Q3
$56.4K Buy
439
+158
+56% +$20.3K 0.01% 654
2024
Q2
$40.1K Buy
+281
New +$40.1K 0.01% 756
2024
Q1
Sell
-55
Closed -$10.8K 1827
2023
Q4
$10.8K Sell
55
-112
-67% -$22K ﹤0.01% 1006
2023
Q3
$25.5K Buy
+167
New +$25.5K 0.01% 544
2023
Q1
Sell
-315
Closed -$35.4K 1191
2022
Q4
$35.4K Buy
+315
New +$35.4K 0.01% 115