Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
+36,716
New +$251K 0.01% 831
2025
Q1
Sell
-23,498
Closed -$86K 1647
2024
Q4
$86K Buy
+23,498
New +$86K ﹤0.01% 1054
2024
Q3
Sell
-128,596
Closed -$454K 1587
2024
Q2
$454K Buy
128,596
+108,733
+547% +$384K 0.03% 471
2024
Q1
$156K Buy
19,863
+3,589
+22% +$28.2K 0.01% 837
2023
Q4
$169K Sell
16,274
-10,581
-39% -$110K 0.01% 891
2023
Q3
$329K Buy
+26,855
New +$329K 0.03% 469
2023
Q2
Sell
-53,437
Closed -$870K 1729
2023
Q1
$870K Buy
53,437
+42,912
+408% +$699K 0.09% 213
2022
Q4
$162K Buy
+10,525
New +$162K 0.02% 781