Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.5K Buy
906
+169
+23% +$16.7K 0.02% 594
2025
Q1
$48.3K Sell
737
-2,294
-76% -$150K 0.01% 803
2024
Q4
$211K Buy
3,031
+1,758
+138% +$122K 0.03% 220
2024
Q3
$82.9K Sell
1,273
-495
-28% -$32.3K 0.02% 482
2024
Q2
$119K Buy
+1,768
New +$119K 0.03% 270
2023
Q4
Sell
-756
Closed -$31.7K 1335
2023
Q3
$31.7K Buy
+756
New +$31.7K 0.01% 451
2023
Q1
Sell
-166
Closed -$6.32K 963
2022
Q4
$6.32K Buy
+166
New +$6.32K ﹤0.01% 701