Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Hold
1,203
0.05% 95
2025
Q1
$185K Buy
+1,203
New +$185K 0.06% 94
2024
Q4
Sell
-1,256
Closed -$214K 171
2024
Q3
$214K Hold
1,256
0.09% 80
2024
Q2
$250K Hold
1,256
0.11% 78
2024
Q1
$213K Buy
+1,256
New +$213K 0.1% 75
2023
Q4
Sell
-24,289
Closed -$3.44M 267
2023
Q3
$3.44M Buy
24,289
+22,157
+1,039% +$3.14M 1.77% 15
2023
Q2
$254K Sell
2,132
-155
-7% -$18.5K 0.13% 77
2023
Q1
$292K Hold
2,287
0.16% 76
2022
Q4
$251K Hold
2,287
0.15% 76
2022
Q3
$258K Sell
2,287
-286
-11% -$32.3K 0.16% 83
2022
Q2
$329K Hold
2,573
0.17% 83
2022
Q1
$363K Sell
2,573
-156
-6% -$22K 0.16% 89
2021
Q4
$499K Hold
2,729
0.2% 82
2021
Q3
$352K Sell
2,729
-140
-5% -$18.1K 0.15% 93
2021
Q2
$410K Buy
2,869
+1,102
+62% +$157K 0.18% 87
2021
Q1
$234K Buy
+1,767
New +$234K 0.12% 101