Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
1,169
+846
+262% +$297K 0.09% 193
2025
Q1
$55.6K Sell
323
-68
-17% -$11.7K 0.01% 736
2024
Q4
$97.1K Buy
391
+274
+234% +$68K 0.01% 434
2024
Q3
$20.8K Sell
117
-415
-78% -$73.9K 0.01% 1070
2024
Q2
$118K Buy
532
+358
+206% +$79.6K 0.03% 272
2024
Q1
$46.1K Sell
174
-11
-6% -$2.92K 0.01% 469
2023
Q4
$32.2K Buy
+185
New +$32.2K 0.01% 473
2023
Q3
Hold
0
1097
2023
Q2
Hold
0
1068
2023
Q1
Hold
0
1009
2022
Q4
Hold
0
887