Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
8,276
+127
+2% +$3.55K 0.03% 811
2025
Q1
$215K Sell
8,149
-13,457
-62% -$355K 0.03% 757
2024
Q4
$553K Buy
21,606
+14,014
+185% +$359K 0.07% 212
2024
Q3
$156K Buy
+7,592
New +$156K 0.02% 870
2024
Q1
Sell
-3,909
Closed -$58.7K 1719
2023
Q4
$58.7K Buy
3,909
+1,824
+87% +$27.4K 0.01% 1255
2023
Q3
$40.3K Sell
2,085
-6,795
-77% -$131K 0.01% 1282
2023
Q2
$151K Buy
+8,880
New +$151K 0.04% 556
2022
Q1
Sell
-856
Closed -$15K 1902
2021
Q4
$15K Sell
856
-44
-5% -$771 0.01% 1590
2021
Q3
$17K Buy
900
+714
+384% +$13.5K 0.01% 966
2021
Q2
$4K Buy
+186
New +$4K ﹤0.01% 1086