Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,594
Closed -$65.4K 1749
2025
Q1
$65.4K Buy
+16,594
New +$65.4K 0.01% 969
2024
Q4
Sell
-16,472
Closed -$54.4K 1793
2024
Q3
$54.4K Sell
16,472
-52,828
-76% -$174K ﹤0.01% 1131
2024
Q2
$245K Buy
69,300
+46,085
+199% +$163K ﹤0.01% 857
2024
Q1
$182K Sell
23,215
-7,575
-25% -$59.3K ﹤0.01% 901
2023
Q4
$320K Buy
30,790
+18,288
+146% +$190K ﹤0.01% 591
2023
Q3
$153K Buy
+12,502
New +$153K ﹤0.01% 837
2023
Q2
Sell
-11,947
Closed -$195K 1540
2023
Q1
$195K Buy
+11,947
New +$195K ﹤0.01% 833