Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,434
Closed -$17.1K 57
2025
Q1
$17.1K Sell
2,434
-4,000
-62% -$28K 0.01% 46
2024
Q4
$77.6K Sell
6,434
-12,110
-65% -$146K 0.06% 46
2024
Q3
$129K Buy
18,544
+5,000
+37% +$34.8K 0.09% 45
2024
Q2
$301K Buy
13,544
+7,400
+120% +$164K 0.19% 41
2024
Q1
$269K Sell
6,144
-2,486
-29% -$109K 0.17% 41
2023
Q4
$734K Buy
8,630
+390
+5% +$33.2K 0.55% 16
2023
Q3
$699K Buy
8,240
+6,200
+304% +$526K 0.53% 16
2023
Q2
$233K Buy
+2,040
New +$233K 0.19% 24
2022
Q3
Sell
-1,780
Closed -$255K 34
2022
Q2
$255K Buy
1,780
+840
+89% +$120K 0.24% 19
2022
Q1
$207K Buy
+940
New +$207K 0.09% 27