Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+1,519
New +$231K 0.03% 333
2025
Q1
Sell
-1,372
Closed -$177K 1257
2024
Q4
$177K Sell
1,372
-314
-19% -$40.5K 0.02% 301
2024
Q3
$231K Buy
1,686
+1,593
+1,713% +$219K 0.03% 254
2024
Q2
$9.54K Buy
+93
New +$9.54K ﹤0.01% 1021
2023
Q4
$8.93K Sell
98
-621
-86% -$56.6K ﹤0.01% 960
2023
Q3
$72K Sell
719
-487
-40% -$48.8K 0.02% 256
2023
Q2
$100K Buy
+1,206
New +$100K 0.03% 267
2023
Q1
Sell
-1,438
Closed -$144K 724
2022
Q4
$144K Buy
+1,438
New +$144K 0.05% 189