Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,103
Closed -$83.2K 2039
2025
Q1
$83.2K Buy
+6,103
New +$83.2K 0.02% 578
2024
Q4
Sell
-13,567
Closed -$175K 1982
2024
Q3
$175K Buy
13,567
+10,601
+357% +$137K 0.04% 253
2024
Q2
$39.5K Sell
2,966
-6,497
-69% -$86.5K 0.01% 763
2024
Q1
$110K Buy
9,463
+5,142
+119% +$59.9K 0.02% 185
2023
Q4
$56.5K Buy
4,321
+3,308
+327% +$43.2K 0.01% 252
2023
Q3
$10.5K Sell
1,013
-6,634
-87% -$68.9K ﹤0.01% 848
2023
Q2
$86.6K Buy
7,647
+6,917
+948% +$78.3K 0.03% 122
2023
Q1
$10.5K Sell
730
-1,494
-67% -$21.6K ﹤0.01% 757
2022
Q4
$37.6K Buy
+2,224
New +$37.6K 0.01% 99