Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
8,627
-13,155
-60% -$549K 0.08% 224
2025
Q1
$919K Buy
21,782
+3,960
+22% +$167K 0.2% 77
2024
Q4
$866K Buy
17,822
+16,689
+1,473% +$811K 0.12% 82
2024
Q3
$74.7K Buy
1,133
+1,054
+1,334% +$69.5K 0.02% 527
2024
Q2
$4.55K Sell
79
-658
-89% -$37.9K ﹤0.01% 1486
2024
Q1
$46.9K Buy
737
+557
+309% +$35.5K 0.01% 460
2023
Q4
$11.3K Sell
180
-2,127
-92% -$134K ﹤0.01% 990
2023
Q3
$155K Buy
2,307
+2,279
+8,139% +$153K 0.04% 120
2023
Q2
$2.92K Sell
28
-505
-95% -$52.7K ﹤0.01% 962
2023
Q1
$65.1K Buy
+533
New +$65.1K 0.01% 137