Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
128
+98
+327% +$77.3K 0.05% 119
2025
Q1
$18K Sell
30
-35
-54% -$21K 0.01% 135
2024
Q4
$41K Hold
65
0.02% 126
2024
Q3
$40K Sell
65
-3
-4% -$1.85K 0.02% 139
2024
Q2
$45K Sell
68
-25
-27% -$16.5K 0.02% 136
2024
Q1
$60K Sell
93
-5
-5% -$3.23K 0.03% 129
2023
Q4
$61K Hold
98
0.03% 125
2023
Q3
$50K Sell
98
-300
-75% -$153K 0.03% 124
2023
Q2
$182K Sell
398
-35
-8% -$16K 0.12% 37
2023
Q1
$193K Sell
433
-10
-2% -$4.46K 0.12% 25
2022
Q4
$1.17M Buy
+443
New +$1.17M 0.66% 8
2020
Q3
$192K Sell
590
-27
-4% -$8.79K 0.27% 106
2020
Q2
$183K Sell
617
-138
-18% -$40.9K 0.2% 105
2020
Q1
$174K Sell
755
-198
-21% -$45.6K 0.27% 98
2019
Q4
$250K Buy
+953
New +$250K 0.23% 126