Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
3,945
+992
+34% +$79.8K 0.01% 254
2025
Q1
$237K Sell
2,953
-1,244
-30% -$99.9K 0.01% 262
2024
Q4
$344K Buy
4,197
+3,138
+296% +$257K 0.02% 248
2024
Q3
$87.3K Sell
1,059
-237
-18% -$19.5K ﹤0.01% 338
2024
Q2
$91K Buy
1,296
+60
+5% +$4.21K ﹤0.01% 329
2024
Q1
$91.6K Sell
1,236
-74
-6% -$5.48K ﹤0.01% 339
2023
Q4
$86.6K Sell
1,310
-332
-20% -$22K ﹤0.01% 340
2023
Q3
$103K Hold
1,642
0.01% 297
2023
Q2
$92.8K Buy
+1,642
New +$92.8K ﹤0.01% 312
2022
Q4
$55.6K Buy
+768
New +$55.6K 0.02% 153