Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
3,404
+1,620
+91% +$126K 0.06% 292
2025
Q1
$132K Buy
1,784
+1,254
+237% +$92.5K 0.03% 404
2024
Q4
$43.3K Sell
530
-1,352
-72% -$110K 0.01% 822
2024
Q3
$131K Buy
1,882
+84
+5% +$5.86K 0.03% 322
2024
Q2
$106K Buy
1,798
+758
+73% +$44.9K 0.03% 308
2024
Q1
$68K Buy
1,040
+279
+37% +$18.2K 0.01% 302
2023
Q4
$54.7K Sell
761
-314
-29% -$22.6K 0.01% 265
2023
Q3
$75.2K Buy
1,075
+738
+219% +$51.6K 0.02% 198
2023
Q2
$22.9K Sell
337
-313
-48% -$21.2K 0.01% 482
2023
Q1
$48K Buy
650
+94
+17% +$6.94K 0.01% 215
2022
Q4
$37.7K Buy
+556
New +$37.7K 0.01% 98