Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.7K Buy
2,853
+521
+22% +$10.9K ﹤0.01% 1051
2025
Q1
$55.9K Sell
2,332
-1,319
-36% -$31.6K ﹤0.01% 1006
2024
Q4
$77.9K Buy
3,651
+2,367
+184% +$50.5K ﹤0.01% 769
2024
Q3
$29.7K Buy
1,284
+315
+33% +$7.29K ﹤0.01% 1053
2024
Q2
$17.6K Buy
969
+547
+130% +$9.95K ﹤0.01% 1107
2024
Q1
$9.06K Sell
422
-1,777
-81% -$38.1K ﹤0.01% 1294
2023
Q4
$47.3K Sell
2,199
-8,687
-80% -$187K ﹤0.01% 840
2023
Q3
$219K Buy
+10,886
New +$219K ﹤0.01% 551