Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
47,874
-337
-0.7% -$9.8K ﹤0.01% 1143
2025
Q1
$1.03M Buy
48,211
+23,993
+99% +$513K ﹤0.01% 1319
2024
Q4
$653K Buy
+24,218
New +$653K ﹤0.01% 1504
2024
Q2
Sell
-11,928
Closed -$169K 1995
2024
Q1
$169K Hold
11,928
﹤0.01% 1672
2023
Q4
$170K Buy
+11,928
New +$170K ﹤0.01% 1667
2023
Q3
Sell
-3,578
Closed -$51.6K 2041
2023
Q2
$51.6K Sell
3,578
-6,598
-65% -$95.2K ﹤0.01% 1891
2023
Q1
$190K Buy
10,176
+4,421
+77% +$82.5K ﹤0.01% 1582
2022
Q4
$113K Buy
5,755
+2,906
+102% +$56.9K ﹤0.01% 1582
2022
Q3
$62K Buy
+2,849
New +$62K ﹤0.01% 1629