Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Buy
8,416
+6,474
+333% +$142K 0.02% 975
2025
Q1
$45.2K Buy
+1,942
New +$45.2K 0.01% 1500
2024
Q3
Sell
-854
Closed -$28.8K 1777
2024
Q2
$28.8K Sell
854
-1,870
-69% -$63K ﹤0.01% 1511
2024
Q1
$98.4K Sell
2,724
-1,545
-36% -$55.8K 0.02% 1020
2023
Q4
$139K Sell
4,269
-3,686
-46% -$120K 0.03% 779
2023
Q3
$259K Buy
7,955
+1,847
+30% +$60.1K 0.06% 291
2023
Q2
$179K Buy
6,108
+2,918
+91% +$85.4K 0.05% 451
2023
Q1
$89.4K Buy
+3,190
New +$89.4K 0.03% 846
2022
Q4
Sell
-907
Closed -$22K 1649
2022
Q3
$22K Sell
907
-327
-26% -$7.93K 0.01% 1286
2022
Q2
$35K Buy
+1,234
New +$35K 0.02% 1161