Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
2,701
+2,184
+422% +$113K 0.03% 428
2025
Q1
$24.2K Sell
517
-253
-33% -$11.8K 0.01% 1057
2024
Q4
$39.4K Sell
770
-163
-17% -$8.35K 0.01% 864
2024
Q3
$41.5K Buy
+933
New +$41.5K 0.01% 805
2024
Q2
Sell
-668
Closed -$26.8K 2052
2024
Q1
$26.8K Buy
668
+178
+36% +$7.13K 0.01% 748
2023
Q4
$18.4K Buy
490
+59
+14% +$2.22K ﹤0.01% 759
2023
Q3
$12K Buy
+431
New +$12K ﹤0.01% 812
2023
Q2
Sell
-247
Closed -$7.62K 1303
2023
Q1
$7.62K Sell
247
-96
-28% -$2.96K ﹤0.01% 817
2022
Q4
$12.9K Buy
+343
New +$12.9K ﹤0.01% 483