Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9K Sell
347
-379
-52% -$13K ﹤0.01% 1293
2025
Q1
$26.9K Buy
726
+129
+22% +$4.78K 0.01% 1024
2024
Q4
$23.1K Sell
597
-71
-11% -$2.75K ﹤0.01% 1076
2024
Q3
$23.4K Sell
668
-655
-50% -$23K 0.01% 1039
2024
Q2
$48.9K Buy
1,323
+801
+153% +$29.6K 0.01% 654
2024
Q1
$20.6K Buy
522
+68
+15% +$2.68K ﹤0.01% 876
2023
Q4
$21.5K Sell
454
-29
-6% -$1.37K ﹤0.01% 673
2023
Q3
$20.1K Buy
483
+262
+119% +$10.9K ﹤0.01% 639
2023
Q2
$8.05K Buy
+221
New +$8.05K ﹤0.01% 840
2023
Q1
Sell
-905
Closed -$24.7K 1280
2022
Q4
$24.7K Buy
+905
New +$24.7K 0.01% 221