Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
1,069
+283
+36% +$63.6K 0.05% 183
2025
Q1
$130K Sell
786
-18
-2% -$2.99K 0.04% 226
2024
Q4
$159K Sell
804
-76
-9% -$15K 0.04% 226
2024
Q3
$153K Buy
880
+315
+56% +$54.7K 0.04% 238
2024
Q2
$98.2K Buy
565
+407
+258% +$70.7K 0.03% 280
2024
Q1
$21.5K Hold
158
0.01% 530
2023
Q4
$16.4K Sell
158
-1,027
-87% -$107K 0.01% 566
2023
Q3
$103K Hold
1,185
0.03% 334
2023
Q2
$120K Sell
1,185
-1,953
-62% -$197K 0.03% 315
2023
Q1
$292K Sell
3,138
-19
-0.6% -$1.77K 0.08% 203
2022
Q4
$235K Buy
+3,157
New +$235K 0.07% 222