Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
4,461
+2,929
+191% +$120K 0.01% 986
2025
Q1
$75K Sell
1,532
-856
-36% -$41.9K ﹤0.01% 1084
2024
Q4
$135K Sell
2,388
-3,208
-57% -$181K ﹤0.01% 1057
2024
Q3
$344K Buy
5,596
+3,256
+139% +$200K 0.01% 829
2024
Q2
$145K Hold
2,340
﹤0.01% 1011
2024
Q1
$165K Sell
2,340
-991
-30% -$69.9K 0.01% 1015
2023
Q4
$225K Buy
3,331
+856
+35% +$57.8K 0.01% 958
2023
Q3
$148K Hold
2,475
0.01% 1064
2023
Q2
$155K Buy
2,475
+154
+7% +$9.64K 0.01% 890
2023
Q1
$147K Hold
2,321
0.01% 960
2022
Q4
$127K Buy
+2,321
New +$127K ﹤0.01% 1023
2022
Q3
Sell
-1,487
Closed -$91K 1395
2022
Q2
$91K Buy
+1,487
New +$91K ﹤0.01% 1060