Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
2,362
+468
+25% +$37.8K 0.04% 362
2025
Q1
$154K Sell
1,894
-954
-33% -$77.7K 0.03% 357
2024
Q4
$208K Buy
2,848
+1,918
+206% +$140K 0.03% 230
2024
Q3
$55.3K Buy
930
+911
+4,795% +$54.2K 0.01% 665
2024
Q2
$971 Sell
19
-575
-97% -$29.4K ﹤0.01% 1707
2024
Q1
$31.9K Buy
594
+530
+828% +$28.4K 0.01% 650
2023
Q4
$2.89K Sell
64
-130
-67% -$5.88K ﹤0.01% 1271
2023
Q3
$9.54K Buy
+194
New +$9.54K ﹤0.01% 875
2023
Q1
Sell
-301
Closed -$12.4K 1262
2022
Q4
$12.4K Buy
+301
New +$12.4K ﹤0.01% 496