Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63.9K Buy
1,309
+25
+2% +$1.22K 0.01% 880
2025
Q1
$62.3K Sell
1,284
-25
-2% -$1.21K 0.01% 859
2024
Q4
$63.8K Sell
1,309
-1,804
-58% -$88K 0.01% 878
2024
Q3
$193K Sell
3,113
-717
-19% -$44.5K 0.02% 599
2024
Q2
$219K Buy
3,830
+1,695
+79% +$96.8K 0.02% 538
2024
Q1
$123K Buy
2,135
+231
+12% +$13.3K 0.01% 662
2023
Q4
$130K Sell
1,904
-99
-5% -$6.76K 0.02% 608
2023
Q3
$114K Sell
2,003
-7
-0.3% -$398 0.02% 618
2023
Q2
$120K Buy
2,010
+1,777
+763% +$106K 0.02% 594
2023
Q1
$14.7K Buy
+233
New +$14.7K ﹤0.01% 1033