Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
1,251
+413
+49% +$122K 0.15% 75
2025
Q1
$208K Buy
+838
New +$208K 0.08% 97
2024
Q3
Sell
-1,217
Closed -$210K 423
2024
Q2
$210K Buy
1,217
+155
+15% +$26.8K 0.08% 108
2024
Q1
$203K Sell
1,062
-171
-14% -$32.7K 0.08% 90
2023
Q4
$202K Hold
1,233
0.08% 91
2023
Q3
$173K Hold
1,233
0.08% 97
2023
Q2
$165K Buy
1,233
+937
+317% +$125K 0.07% 110
2023
Q1
$38.8K Sell
296
-775
-72% -$102K 0.04% 130
2022
Q4
$151K Buy
+1,071
New +$151K 0.07% 110