Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
764
-392
-34% -$67.6K 0.02% 1161
2025
Q1
$179K Buy
1,156
+1,129
+4,181% +$175K 0.02% 873
2024
Q4
$4.96K Sell
27
-1,067
-98% -$196K ﹤0.01% 1549
2024
Q3
$198K Buy
1,094
+1,070
+4,458% +$193K 0.03% 719
2024
Q2
$4.36K Sell
24
-389
-94% -$70.7K ﹤0.01% 1600
2024
Q1
$78K Sell
413
-179
-30% -$33.8K 0.01% 1149
2023
Q4
$104K Sell
592
-1,255
-68% -$220K 0.02% 953
2023
Q3
$262K Buy
1,847
+1,006
+120% +$143K 0.06% 282
2023
Q2
$120K Buy
+841
New +$120K 0.04% 714
2022
Q4
Sell
-281
Closed -$29K 1729
2022
Q3
$29K Buy
281
+177
+170% +$18.3K 0.01% 1196
2022
Q2
$11K Sell
104
-37
-26% -$3.91K 0.01% 1628
2022
Q1
$15K Buy
141
+46
+48% +$4.89K 0.01% 1535
2021
Q4
$12K Buy
+95
New +$12K 0.01% 1650