Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
636
-2,585
-80% -$465K 0.02% 497
2025
Q1
$580K Buy
3,221
+357
+12% +$64.3K 0.13% 132
2024
Q4
$565K Sell
2,864
-983
-26% -$194K 0.08% 115
2024
Q3
$603K Buy
3,847
+3,770
+4,896% +$591K 0.15% 105
2024
Q2
$10.8K Sell
77
-185
-71% -$25.8K ﹤0.01% 1284
2024
Q1
$31.1K Sell
262
-518
-66% -$61.5K 0.01% 665
2023
Q4
$82.8K Buy
780
+488
+167% +$51.8K 0.01% 173
2023
Q3
$21.7K Buy
+292
New +$21.7K 0.01% 609
2023
Q2
Sell
-41
Closed -$3.19K 1140
2023
Q1
$3.19K Sell
41
-288
-88% -$22.4K ﹤0.01% 916
2022
Q4
$24.6K Buy
+329
New +$24.6K 0.01% 224