Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
3,913
-166
-4% -$7.18K 0.04% 383
2025
Q1
$185K Sell
4,079
-6,984
-63% -$317K 0.04% 309
2024
Q4
$442K Buy
11,063
+7,051
+176% +$282K 0.06% 154
2024
Q3
$180K Buy
4,012
+1,709
+74% +$76.8K 0.05% 246
2024
Q2
$95K Buy
2,303
+838
+57% +$34.6K 0.03% 350
2024
Q1
$61.5K Sell
1,465
-1,804
-55% -$75.7K 0.01% 341
2023
Q4
$123K Buy
3,269
+2,298
+237% +$86.6K 0.02% 143
2023
Q3
$31.5K Sell
971
-589
-38% -$19.1K 0.01% 454
2023
Q2
$58K Buy
1,560
+1,354
+657% +$50.4K 0.02% 172
2023
Q1
$8.01K Sell
206
-721
-78% -$28K ﹤0.01% 809
2022
Q4
$36.5K Buy
+927
New +$36.5K 0.01% 107