Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
4,099
-8,676
-68% -$417K 0.02% 925
2025
Q1
$513K Buy
12,775
+10,064
+371% +$404K 0.07% 226
2024
Q4
$124K Sell
2,711
-68
-2% -$3.11K 0.02% 1076
2024
Q3
$130K Buy
2,779
+1,362
+96% +$63.8K 0.02% 967
2024
Q2
$59.9K Sell
1,417
-139
-9% -$5.88K 0.01% 1272
2024
Q1
$68.8K Buy
+1,556
New +$68.8K 0.01% 1194
2023
Q2
Sell
-2,483
Closed -$121K 1736
2023
Q1
$121K Buy
+2,483
New +$121K 0.04% 654
2022
Q4
Sell
-468
Closed -$20K 1730
2022
Q3
$20K Buy
468
+95
+25% +$4.06K 0.01% 1328
2022
Q2
$19K Buy
+373
New +$19K 0.01% 1446