Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
25,146
-80,125
-76% -$1.1M ﹤0.01% 699
2025
Q1
$1.31M Buy
105,271
+83,379
+381% +$1.04M 0.01% 447
2024
Q4
$291K Hold
21,892
﹤0.01% 708
2024
Q3
$246K Sell
21,892
-24,552
-53% -$275K ﹤0.01% 749
2024
Q2
$623K Hold
46,444
﹤0.01% 563
2024
Q1
$509K Buy
46,444
+21,719
+88% +$238K ﹤0.01% 601
2023
Q4
$580K Hold
24,725
0.01% 741
2023
Q3
$600K Sell
24,725
-5,906
-19% -$143K 0.01% 696
2023
Q2
$510K Sell
30,631
-4,824
-14% -$80.4K 0.01% 766
2023
Q1
$549K Buy
35,455
+17,944
+102% +$278K 0.01% 728
2022
Q4
$323K Buy
+17,511
New +$323K ﹤0.01% 825