Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
+943
New +$278K 0.01% 445
2025
Q1
Sell
-573
Closed -$144K 1003
2024
Q4
$144K Buy
573
+253
+79% +$63.6K 0.01% 638
2024
Q3
$70.5K Buy
320
+142
+80% +$31.3K ﹤0.01% 658
2024
Q2
$30.7K Buy
178
+63
+55% +$10.9K ﹤0.01% 815
2024
Q1
$21.8K Buy
115
+62
+117% +$11.8K ﹤0.01% 719
2023
Q4
$9.49K Buy
53
+18
+51% +$3.22K ﹤0.01% 885
2023
Q3
$5.64K Buy
35
+33
+1,650% +$5.32K ﹤0.01% 944
2023
Q2
$293 Sell
2
-8
-80% -$1.17K ﹤0.01% 1111
2023
Q1
$1.46K Buy
+10
New +$1.46K ﹤0.01% 1059