Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
14,501
-257
-2% -$1.83K 0.01% 1300
2025
Q1
$129K Buy
14,758
+12,166
+469% +$106K 0.02% 1038
2024
Q4
$32.8K Sell
2,592
-22,247
-90% -$281K ﹤0.01% 1501
2024
Q3
$278K Buy
24,839
+9,288
+60% +$104K 0.04% 478
2024
Q2
$199K Buy
15,551
+4,241
+37% +$54.4K 0.03% 557
2024
Q1
$177K Sell
11,310
-801
-7% -$12.5K 0.03% 681
2023
Q4
$200K Buy
12,111
+555
+5% +$9.15K 0.04% 551
2023
Q3
$139K Sell
11,556
-424
-4% -$5.11K 0.03% 679
2023
Q2
$171K Buy
11,980
+2,721
+29% +$38.7K 0.05% 485
2023
Q1
$143K Sell
9,259
-2,750
-23% -$42.6K 0.05% 546
2022
Q4
$209K Buy
12,009
+2,332
+24% +$40.7K 0.07% 311
2022
Q3
$123K Buy
9,677
+5,714
+144% +$72.6K 0.06% 477
2022
Q2
$45K Buy
+3,963
New +$45K 0.03% 992