Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
4,625
+773
+20% +$59.5K 0.08% 229
2025
Q1
$252K Buy
3,852
+2,229
+137% +$146K 0.05% 254
2024
Q4
$109K Sell
1,623
-492
-23% -$33.2K 0.02% 390
2024
Q3
$130K Buy
+2,115
New +$130K 0.03% 325
2024
Q1
Sell
-1,219
Closed -$55.4K 1883
2023
Q4
$55.4K Buy
+1,219
New +$55.4K 0.01% 259
2023
Q3
Sell
-231
Closed -$10.2K 1338
2023
Q2
$10.2K Sell
231
-285
-55% -$12.5K ﹤0.01% 791
2023
Q1
$19.1K Buy
516
+100
+24% +$3.69K ﹤0.01% 608
2022
Q4
$14.2K Buy
+416
New +$14.2K ﹤0.01% 437