Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
1,960
+88
+5% +$19.9K 0.03% 317
2025
Q1
$311K Sell
1,872
-310
-14% -$51.4K 0.02% 349
2024
Q4
$431K Buy
2,182
+487
+29% +$96.2K 0.03% 311
2024
Q3
$294K Buy
+1,695
New +$294K 0.02% 351
2023
Q2
Sell
-2,272
Closed -$214K 479
2023
Q1
$214K Sell
2,272
-951
-30% -$89.5K 0.01% 400
2022
Q4
$240K Buy
3,223
+614
+24% +$45.7K 0.01% 616
2022
Q3
$179K Buy
2,609
+2,423
+1,303% +$166K 0.01% 443
2022
Q2
$14K Sell
186
-540
-74% -$40.6K ﹤0.01% 963
2022
Q1
$76K Buy
+726
New +$76K ﹤0.01% 1082