Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.3K Buy
+799
New +$38.3K ﹤0.01% 1623
2025
Q1
Sell
-4,993
Closed -$257K 1749
2024
Q4
$257K Buy
4,993
+2,853
+133% +$147K 0.03% 667
2024
Q3
$108K Sell
2,140
-4,071
-66% -$205K 0.02% 1074
2024
Q2
$237K Sell
6,211
-2,402
-28% -$91.7K 0.04% 454
2024
Q1
$361K Buy
+8,613
New +$361K 0.06% 255
2023
Q4
Sell
-1,071
Closed -$33.2K 1710
2023
Q3
$33.2K Sell
1,071
-772
-42% -$23.9K 0.01% 1373
2023
Q2
$59K Sell
1,843
-1,367
-43% -$43.7K 0.02% 1087
2023
Q1
$106K Buy
3,210
+825
+35% +$27.3K 0.03% 749
2022
Q4
$82.7K Buy
2,385
+972
+69% +$33.7K 0.03% 868
2022
Q3
$45K Buy
1,413
+269
+24% +$8.57K 0.02% 1038
2022
Q2
$37K Sell
1,144
-508
-31% -$16.4K 0.02% 1131
2022
Q1
$57K Sell
1,652
-835
-34% -$28.8K 0.03% 978
2021
Q4
$109K Buy
+2,487
New +$109K 0.05% 560