Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Buy
257
+50
+24% +$4.29K 0.01% 313
2025
Q1
$19.1K Buy
207
+3
+1% +$276 0.01% 325
2024
Q4
$17.2K Sell
204
-139
-41% -$11.7K 0.01% 342
2024
Q3
$36.1K Sell
343
-18
-5% -$1.9K 0.02% 203
2024
Q2
$31.2K Buy
361
+106
+42% +$9.17K 0.02% 209
2024
Q1
$26.8K Sell
255
-190
-43% -$20K 0.02% 253
2023
Q4
$53K Buy
+445
New +$53K 0.04% 135