Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
1,933
-760
-28% -$53.5K 0.01% 251
2025
Q1
$197K Buy
2,693
+15
+0.6% +$1.1K 0.01% 210
2024
Q4
$168K Sell
2,678
-200
-7% -$12.5K 0.01% 229
2024
Q3
$190K Buy
2,878
+1,200
+72% +$79.1K 0.01% 213
2024
Q2
$121K Buy
1,678
+549
+49% +$39.6K 0.01% 247
2024
Q1
$75.7K Hold
1,129
0.01% 282
2023
Q4
$74.3K Sell
1,129
-2,130
-65% -$140K 0.01% 287
2023
Q3
$210K Sell
3,259
-721
-18% -$46.4K 0.02% 157
2023
Q2
$240K Hold
3,980
0.02% 154
2023
Q1
$229K Hold
3,980
0.02% 157
2022
Q4
$227K Sell
3,980
-1,128
-22% -$64.2K 0.02% 142
2022
Q3
$255K Hold
5,108
0.03% 137
2022
Q2
$267K Buy
+5,108
New +$267K 0.03% 142