Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
1,858
+1,752
+1,653% +$118K 0.03% 464
2025
Q1
$7.8K Buy
+106
New +$7.8K ﹤0.01% 1299
2024
Q4
Sell
-1,832
Closed -$189K 1618
2024
Q3
$189K Buy
1,832
+1,226
+202% +$127K 0.05% 232
2024
Q2
$51.1K Sell
606
-83
-12% -$7K 0.01% 623
2024
Q1
$56.5K Buy
689
+224
+48% +$18.4K 0.01% 374
2023
Q4
$36.4K Sell
465
-281
-38% -$22K 0.01% 409
2023
Q3
$51.8K Buy
746
+518
+227% +$36K 0.01% 275
2023
Q2
$18.7K Sell
228
-391
-63% -$32K 0.01% 584
2023
Q1
$48.4K Buy
+619
New +$48.4K 0.01% 209