Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.4K Sell
1,877
-5,016
-73% -$54.4K 0.01% 325
2025
Q1
$69.1K Buy
6,893
+857
+14% +$8.6K 0.03% 181
2024
Q4
$59.8K Sell
6,036
-81
-1% -$802 0.02% 193
2024
Q3
$64.6K Sell
6,117
-973
-14% -$10.3K 0.03% 167
2024
Q2
$88.9K Buy
7,090
+877
+14% +$11K 0.04% 132
2024
Q1
$82.5K Buy
6,213
+1,777
+40% +$23.6K 0.04% 148
2023
Q4
$54.1K Buy
+4,436
New +$54.1K 0.04% 155