Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.1K Sell
12,892
-289,385
-96% -$1.98M ﹤0.01% 788
2025
Q1
$1.19M Sell
302,277
-60,628
-17% -$239K 0.07% 279
2024
Q4
$1.33M Buy
+362,905
New +$1.33M 0.09% 191
2024
Q2
Sell
-124,040
Closed -$971K 647
2024
Q1
$971K Buy
124,040
+80,674
+186% +$632K 0.07% 276
2023
Q4
$451K Buy
43,366
+13,313
+44% +$138K 0.03% 365
2023
Q3
$368K Buy
30,053
+5,724
+24% +$70.1K 0.03% 462
2023
Q2
$447K Sell
24,329
-25,708
-51% -$473K 0.04% 374
2023
Q1
$815K Buy
+50,037
New +$815K 0.05% 512
2022
Q2
Sell
-11,986
Closed -$265K 1002
2022
Q1
$265K Buy
11,986
+2,164
+22% +$47.8K 0.01% 847
2021
Q4
$245K Buy
+9,822
New +$245K 0.01% 893