Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Sell
3,610
-4,376
-55% -$47.3K ﹤0.01% 1617
2025
Q1
$85.2K Buy
+7,986
New +$85.2K 0.01% 1272
2024
Q4
Sell
-29,423
Closed -$362K 1842
2024
Q3
$362K Buy
29,423
+7,051
+32% +$86.7K 0.05% 328
2024
Q2
$330K Buy
22,372
+6,004
+37% +$88.6K 0.05% 269
2024
Q1
$312K Buy
+16,368
New +$312K 0.05% 340
2023
Q3
Sell
-1,885
Closed -$30.8K 1803
2023
Q2
$30.8K Buy
+1,885
New +$30.8K 0.01% 1289
2023
Q1
Sell
-120
Closed -$2.03K 1764
2022
Q4
$2.03K Sell
120
-14,104
-99% -$238K ﹤0.01% 1502
2022
Q3
$198K Buy
14,224
+6,426
+82% +$89.5K 0.1% 202
2022
Q2
$141K Buy
7,798
+889
+13% +$16.1K 0.09% 290
2022
Q1
$195K Buy
6,909
+2,310
+50% +$65.2K 0.1% 209
2021
Q4
$137K Buy
+4,599
New +$137K 0.06% 427
2021
Q3
Sell
-6,235
Closed -$220K 1327
2021
Q2
$220K Buy
+6,235
New +$220K 0.14% 165