Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Buy
+1,183
New +$16K 0.01% 1333
2024
Q4
Sell
-2,864
Closed -$14K 2642
2024
Q3
$14K Sell
2,864
-45,409
-94% -$222K 0.01% 1362
2024
Q2
$216K Sell
48,273
-5,417
-10% -$24.2K 0.14% 145
2024
Q1
$279K Buy
53,690
+27,267
+103% +$142K 0.18% 59
2023
Q4
$179K Sell
26,423
-8,314
-24% -$56.3K 0.12% 193
2023
Q3
$233K Buy
34,737
+27,264
+365% +$183K 0.18% 73
2023
Q2
$86K Buy
7,473
+4,779
+177% +$55K 0.07% 530
2023
Q1
$54K Buy
2,694
+1,101
+69% +$22.1K 0.05% 680
2022
Q4
$36K Buy
+1,593
New +$36K 0.03% 859
2022
Q2
Sell
-2,790
Closed -$50K 2271
2022
Q1
$50K Buy
+2,790
New +$50K 0.03% 799