Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
16,674
-13
-0.1% -$365 0.01% 509
2025
Q1
$602K Sell
16,687
-3,637
-18% -$131K 0.02% 424
2024
Q4
$851K Hold
20,324
0.02% 322
2024
Q3
$657K Buy
20,324
+1,800
+10% +$58.2K 0.02% 411
2024
Q2
$719K Sell
18,524
-28,769
-61% -$1.12M 0.02% 360
2024
Q1
$2.1M Sell
47,293
-1,285
-3% -$56.9K 0.06% 220
2023
Q4
$2.58M Buy
48,578
+39,048
+410% +$2.07M 0.08% 199
2023
Q3
$445K Hold
9,530
0.01% 437
2023
Q2
$417K Buy
9,530
+2,125
+29% +$93.1K 0.01% 439
2023
Q1
$256K Hold
7,405
0.01% 560
2022
Q4
$202K Sell
7,405
-780
-10% -$21.3K 0.01% 654
2022
Q3
$285K Buy
+8,185
New +$285K 0.01% 474