Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Buy
287
+224
+356% +$69.5K 0.03% 146
2025
Q1
$16K Sell
63
-233
-79% -$59.2K 0.01% 212
2024
Q4
$87K Sell
296
-657
-69% -$193K 0.03% 230
2024
Q3
$263K Buy
953
+116
+14% +$32K 0.05% 167
2024
Q2
$207K Buy
837
+162
+24% +$40.1K 0.03% 178
2024
Q1
$176K Sell
675
-91
-12% -$23.7K 0.02% 253
2023
Q4
$187K Buy
766
+189
+33% +$46.1K 0.02% 228
2023
Q3
$119K Sell
577
-157
-21% -$32.4K 0.01% 270
2023
Q2
$150K Buy
734
+397
+118% +$81.1K 0.01% 275
2023
Q1
$70K Buy
337
+163
+94% +$33.9K ﹤0.01% 327
2022
Q4
$33K Buy
+174
New +$33K ﹤0.01% 366
2022
Q3
Sell
-1,120
Closed -$193K 431
2022
Q2
$193K Buy
1,120
+455
+68% +$78.4K 0.01% 244
2022
Q1
$143K Buy
+665
New +$143K 0.01% 271