Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
2,289
0.04% 118
2025
Q1
$275K Sell
2,289
-353
-13% -$42.5K 0.04% 118
2024
Q4
$308K Buy
2,642
+2,308
+691% +$269K 0.04% 110
2024
Q3
$50.2K Buy
334
+23
+7% +$3.46K 0.01% 297
2024
Q2
$49.2K Hold
311
0.01% 371
2024
Q1
$61.5K Buy
+311
New +$61.5K 0.01% 343
2023
Q3
Sell
-161
Closed -$26.4K 819
2023
Q2
$26.4K Hold
161
﹤0.01% 326
2023
Q1
$24.9K Sell
161
-53
-25% -$8.19K ﹤0.01% 388
2022
Q4
$28.2K Sell
214
-224
-51% -$29.5K ﹤0.01% 373
2022
Q3
$47K Buy
438
+260
+146% +$27.9K 0.01% 324
2022
Q2
$19K Buy
+178
New +$19K ﹤0.01% 437
2020
Q4
Sell
-27
Closed -$1K 586
2020
Q3
$1K Buy
+27
New +$1K ﹤0.01% 597