Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
9,418
+6,457
+218% +$181K 0.03% 718
2025
Q1
$107K Sell
2,961
-1,749
-37% -$63.1K 0.01% 1158
2024
Q4
$197K Buy
+4,710
New +$197K 0.03% 841
2024
Q1
Sell
-3,410
Closed -$181K 1633
2023
Q4
$181K Buy
3,410
+200
+6% +$10.6K 0.03% 625
2023
Q3
$150K Buy
3,210
+1,554
+94% +$72.6K 0.03% 642
2023
Q2
$72.5K Buy
+1,656
New +$72.5K 0.02% 991
2022
Q3
Sell
-923
Closed -$33K 1567
2022
Q2
$33K Buy
923
+900
+3,913% +$32.2K 0.02% 1203
2022
Q1
$1K Buy
+23
New +$1K ﹤0.01% 1730