Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
30
-33
-52% -$244K 0.01% 736
2025
Q1
$456K Buy
63
+11
+21% +$79.7K 0.01% 587
2024
Q4
$425K Sell
52
-88
-63% -$720K 0.01% 595
2024
Q3
$1.37M Buy
140
+110
+367% +$1.08M 0.05% 308
2024
Q2
$228K Hold
30
0.01% 689
2024
Q1
$243K Hold
30
﹤0.01% 723
2023
Q4
$216K Sell
30
-92
-75% -$663K 0.01% 739
2023
Q3
$728K Hold
122
0.03% 400
2023
Q2
$775K Buy
122
+92
+307% +$584K 0.03% 392
2023
Q1
$167K Hold
30
0.01% 788
2022
Q4
$138K Hold
30
0.01% 643
2022
Q3
$120K Hold
30
0.01% 650
2022
Q2
$120K Hold
30
﹤0.01% 969
2022
Q1
$134K Sell
30
-28
-48% -$125K ﹤0.01% 1065
2021
Q4
$343K Buy
58
+28
+93% +$166K 0.01% 856
2021
Q3
$144K Buy
+30
New +$144K ﹤0.01% 1052