Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51K Buy
416
+15
+4% +$1.84K 0.02% 251
2025
Q1
$36.6K Sell
401
-102
-20% -$9.3K 0.02% 283
2024
Q4
$58K Sell
503
-625
-55% -$72.1K 0.02% 245
2024
Q3
$134K Buy
1,128
+862
+324% +$102K 0.05% 178
2024
Q2
$28.9K Buy
266
+20
+8% +$2.17K 0.01% 299
2024
Q1
$18.8K Hold
246
0.01% 319
2023
Q4
$18.8K Buy
+246
New +$18.8K 0.01% 319