Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+1,634
New +$212K 0.01% 340
2024
Q4
Sell
-1,649
Closed -$248K 329
2024
Q3
$248K Sell
1,649
-3,012
-65% -$453K 0.01% 285
2024
Q2
$737K Sell
4,661
-2,320
-33% -$367K 0.02% 189
2024
Q1
$1.38M Sell
6,981
-1,704
-20% -$337K 0.04% 142
2023
Q4
$1.51M Buy
8,685
+7,101
+448% +$1.24M 0.05% 125
2023
Q3
$248K Hold
1,584
0.01% 202
2023
Q2
$260K Hold
1,584
0.01% 198
2023
Q1
$245K Hold
1,584
0.01% 204
2022
Q4
$209K Buy
+1,584
New +$209K 0.01% 213
2022
Q2
Sell
-1,584
Closed -$235K 252
2022
Q1
$235K Buy
+1,584
New +$235K 0.01% 235