Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.4K Sell
1,794
-5,155
-74% -$191K 0.01% 115
2025
Q1
$296K Hold
6,949
0.05% 111
2024
Q4
$255K Sell
6,949
-216
-3% -$7.94K 0.04% 108
2024
Q3
$286K Sell
7,165
-431
-6% -$17.2K 0.05% 101
2024
Q2
$316K Buy
7,596
+142
+2% +$5.91K 0.06% 103
2024
Q1
$398K Hold
7,454
0.07% 87
2023
Q4
$356K Buy
7,454
+1,754
+31% +$83.8K 0.07% 70
2023
Q3
$282K Sell
5,700
-22,000
-79% -$1.09M 0.06% 75
2023
Q2
$1.61M Sell
27,700
-37,161
-57% -$2.17M 0.28% 56
2023
Q1
$3.68M Buy
+64,861
New +$3.68M 0.53% 31