Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Buy
403
+18
+5% +$1.74K 0.01% 938
2025
Q1
$40.7K Buy
385
+82
+27% +$8.68K 0.01% 883
2024
Q4
$33.8K Buy
303
+95
+46% +$10.6K ﹤0.01% 943
2024
Q3
$26.6K Sell
208
-66
-24% -$8.43K 0.01% 996
2024
Q2
$28.7K Sell
274
-406
-60% -$42.6K 0.01% 919
2024
Q1
$71.4K Buy
+680
New +$71.4K 0.01% 283
2023
Q1
Sell
-70
Closed -$9.82K 1208
2022
Q4
$9.82K Buy
+70
New +$9.82K ﹤0.01% 572