Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
3,746
-518
-12% -$43.8K 0.04% 617
2025
Q1
$250K Buy
4,264
+2,243
+111% +$132K 0.03% 672
2024
Q4
$163K Buy
2,021
+1,200
+146% +$96.9K 0.02% 956
2024
Q3
$65.6K Buy
821
+440
+115% +$35.1K 0.01% 1323
2024
Q2
$47.7K Buy
381
+81
+27% +$10.1K 0.01% 1332
2024
Q1
$25.1K Sell
300
-912
-75% -$76.4K ﹤0.01% 1523
2023
Q4
$84.1K Buy
+1,212
New +$84.1K 0.02% 1114
2022
Q2
Sell
-362
Closed -$11K 1899
2022
Q1
$11K Sell
362
-65
-15% -$1.98K 0.01% 1590
2021
Q4
$20K Buy
+427
New +$20K 0.01% 1463