Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
101
-64
-39% -$238K 0.08% 213
2025
Q1
$629K Buy
165
+120
+267% +$458K 0.14% 117
2024
Q4
$144K Sell
45
-145
-76% -$464K 0.02% 313
2024
Q3
$599K Buy
190
+173
+1,018% +$545K 0.15% 108
2024
Q2
$50.4K Sell
17
-10
-37% -$29.6K 0.01% 628
2024
Q1
$85.1K Hold
27
0.02% 234
2023
Q4
$69.8K Buy
+27
New +$69.8K 0.01% 206
2023
Q3
Sell
-24
Closed -$59.8K 1054
2023
Q2
$59.8K Buy
24
+2
+9% +$4.99K 0.02% 165
2023
Q1
$54.1K Buy
22
+12
+120% +$29.5K 0.01% 172
2022
Q4
$24.7K Buy
+10
New +$24.7K 0.01% 223