Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.5K Buy
608
+55
+10% +$6.2K 0.01% 491
2025
Q1
$54K Sell
553
-12,191
-96% -$1.19M 0.01% 471
2024
Q4
$1.36M Sell
12,744
-403
-3% -$42.9K 0.18% 94
2024
Q3
$1.05M Sell
13,147
-2,911
-18% -$233K 0.17% 103
2024
Q2
$1.04M Buy
+16,058
New +$1.04M 0.13% 139
2024
Q1
Sell
-10
Closed -$779 1010
2023
Q4
$779 Sell
10
-11,223
-100% -$874K ﹤0.01% 1019
2023
Q3
$613K Sell
11,233
-1,312
-10% -$71.6K 0.18% 124
2023
Q2
$814K Buy
12,545
+729
+6% +$47.3K 0.13% 150
2023
Q1
$563K Buy
+11,816
New +$563K 0.14% 107