Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83K Buy
823
+167
+25% +$16.8K 0.01% 1122
2025
Q1
$69K Buy
+656
New +$69K 0.01% 1063
2024
Q4
Sell
-591
Closed -$85K 1427
2024
Q3
$85K Sell
591
-764
-56% -$110K 0.01% 1031
2024
Q2
$197K Buy
1,355
+64
+5% +$9.31K 0.02% 757
2024
Q1
$185K Sell
1,291
-92
-7% -$13.2K 0.02% 780
2023
Q4
$129K Sell
1,383
-30
-2% -$2.8K 0.01% 871
2023
Q3
$124K Buy
+1,413
New +$124K 0.01% 856