Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56K Sell
600
-1,169
-66% -$109K 0.01% 798
2025
Q1
$129K Buy
1,769
+895
+102% +$65.2K 0.03% 414
2024
Q4
$52.7K Sell
874
-625
-42% -$37.7K 0.01% 710
2024
Q3
$113K Buy
1,499
+867
+137% +$65.2K 0.03% 366
2024
Q2
$45.9K Sell
632
-303
-32% -$22K 0.01% 689
2024
Q1
$72K Buy
935
+851
+1,013% +$65.5K 0.01% 277
2023
Q4
$5.17K Sell
84
-1,359
-94% -$83.7K ﹤0.01% 1208
2023
Q3
$66.4K Buy
+1,443
New +$66.4K 0.02% 218