Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
6,146
+3,145
+105% +$293K 0.28% 62
2025
Q1
$219K Buy
+3,001
New +$219K 0.12% 122
2024
Q4
Sell
-2,906
Closed -$218K 167
2024
Q3
$218K Hold
2,906
0.12% 121
2024
Q2
$211K Sell
2,906
-223
-7% -$16.2K 0.13% 122
2024
Q1
$241K Buy
+3,129
New +$241K 0.15% 98
2023
Q3
Sell
-3,775
Closed -$163K 408
2023
Q2
$163K Buy
3,775
+2,385
+172% +$103K 0.12% 93
2023
Q1
$44.1K Buy
1,390
+1,040
+297% +$33K 0.03% 188
2022
Q4
$8.66K Hold
350
0.01% 317
2022
Q3
$9K Sell
350
-74
-17% -$1.9K 0.01% 288
2022
Q2
$9K Sell
424
-2,350
-85% -$49.9K 0.01% 362
2022
Q1
$65K Buy
+2,774
New +$65K 0.04% 178