Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
5,038
-1,199
-19% -$62.9K ﹤0.01% 1873
2025
Q1
$296K Buy
6,237
+1,330
+27% +$63.1K ﹤0.01% 1792
2024
Q4
$308K Buy
4,907
+4,820
+5,540% +$303K ﹤0.01% 1777
2024
Q3
$5.01K Buy
87
+40
+85% +$2.3K ﹤0.01% 3556
2024
Q2
$1.95K Buy
+47
New +$1.95K ﹤0.01% 3703
2024
Q1
Sell
-6
Closed -$259 4066
2023
Q4
$259 Sell
6
-130
-96% -$5.61K ﹤0.01% 3881
2023
Q3
$4.1K Sell
136
-59
-30% -$1.78K ﹤0.01% 3481
2023
Q2
$5.71K Sell
195
-18
-8% -$527 ﹤0.01% 3417
2023
Q1
$6.25K Buy
+213
New +$6.25K ﹤0.01% 3432