Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
631
+580
+1,137% +$184K 0.11% 96
2025
Q1
$13.2K Hold
51
0.01% 236
2024
Q4
$20.6K Buy
51
+38
+292% +$15.3K 0.01% 208
2024
Q3
$3.4K Buy
+13
New +$3.4K ﹤0.01% 280
2024
Q2
Sell
-1,225
Closed -$215K 304
2024
Q1
$215K Sell
1,225
-2,856
-70% -$502K 0.16% 101
2023
Q4
$1.01M Sell
4,081
-1,168
-22% -$290K 0.79% 32
2023
Q3
$1.31M Sell
5,249
-118
-2% -$29.5K 1.17% 20
2023
Q2
$1.4M Sell
5,367
-65
-1% -$17K 1.2% 18
2023
Q1
$1.13M Buy
5,432
+1,372
+34% +$285K 1.08% 19
2022
Q4
$500K Buy
+4,060
New +$500K 0.54% 52