Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
823
+276
+50% +$43.6K 0.06% 93
2025
Q1
$59.3K Sell
547
-2
-0.4% -$217 0.03% 105
2024
Q4
$73.7K Buy
549
+19
+4% +$2.55K 0.04% 101
2024
Q3
$64.4K Hold
530
0.03% 109
2024
Q2
$65.5K Buy
530
+60
+13% +$7.41K 0.04% 108
2024
Q1
$42.5K Sell
470
-10
-2% -$904 0.02% 113
2023
Q4
$23.8K Buy
480
+120
+33% +$5.94K 0.01% 123
2023
Q3
$15.7K Buy
360
+150
+71% +$6.53K 0.01% 142
2023
Q2
$8.88K Buy
210
+80
+62% +$3.38K 0.01% 191
2023
Q1
$3.61K Buy
+130
New +$3.61K ﹤0.01% 321