Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
18,903
+9,962
+111% +$68.8K 0.02% 1167
2025
Q1
$52.7K Sell
8,941
-166
-2% -$978 0.01% 1437
2024
Q4
$62.2K Sell
9,107
-18,677
-67% -$128K 0.01% 1332
2024
Q3
$175K Buy
+27,784
New +$175K 0.02% 800
2024
Q1
Sell
-6,615
Closed -$50.7K 1795
2023
Q4
$50.7K Buy
+6,615
New +$50.7K 0.01% 1294
2023
Q3
Sell
-5,397
Closed -$29.6K 1784
2023
Q2
$29.6K Sell
5,397
-8,702
-62% -$47.7K 0.01% 1305
2023
Q1
$79.2K Buy
14,099
+9,066
+180% +$51K 0.03% 898
2022
Q4
$27.7K Buy
+5,033
New +$27.7K 0.01% 1270