Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
6,876
-1,439
-17% -$30.1K ﹤0.01% 1063
2025
Q1
$199K Buy
8,315
+4,395
+112% +$105K ﹤0.01% 883
2024
Q4
$83.7K Sell
3,920
-141
-3% -$3.01K ﹤0.01% 1321
2024
Q3
$93.9K Buy
4,061
+3,239
+394% +$74.9K ﹤0.01% 1241
2024
Q2
$14.9K Buy
822
+35
+4% +$636 ﹤0.01% 2094
2024
Q1
$16.9K Buy
787
+313
+66% +$6.72K ﹤0.01% 2078
2023
Q4
$10.2K Sell
474
-70
-13% -$1.51K ﹤0.01% 2242
2023
Q3
$10.9K Buy
+544
New +$10.9K ﹤0.01% 2161