Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
749
-37
-5% -$12.2K 0.01% 431
2025
Q1
$258K Buy
+786
New +$258K 0.01% 420
2024
Q4
Sell
-619
Closed -$214K 494
2024
Q3
$214K Buy
+619
New +$214K 0.01% 425
2024
Q1
Sell
-3,855
Closed -$1.15M 430
2023
Q4
$1.15M Buy
3,855
+2,751
+249% +$824K 0.07% 191
2023
Q3
$316K Hold
1,104
0.02% 311
2023
Q2
$310K Sell
1,104
-919
-45% -$258K 0.02% 305
2023
Q1
$517K Sell
2,023
-221
-10% -$56.5K 0.04% 234
2022
Q4
$744K Sell
2,244
-5,696
-72% -$1.89M 0.05% 196
2022
Q3
$2.2M Sell
7,940
-211
-3% -$58.5K 0.16% 108
2022
Q2
$2.15M Buy
+8,151
New +$2.15M 0.15% 106