Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
+38,435
New +$153K 0.01% 1784
2025
Q1
Sell
-16,275
Closed -$57.6K 3206
2024
Q4
$57.6K Sell
16,275
-22,908
-58% -$81.1K ﹤0.01% 1866
2024
Q3
$151K Buy
+39,183
New +$151K 0.01% 1516
2024
Q2
Sell
-4,784
Closed -$19.6K 2556
2024
Q1
$19.6K Sell
4,784
-8,778
-65% -$36K ﹤0.01% 1606
2023
Q4
$76.2K Buy
13,562
+10,020
+283% +$56.3K 0.02% 1165
2023
Q3
$22.1K Buy
+3,542
New +$22.1K ﹤0.01% 1364
2022
Q1
Sell
-1,835
Closed -$61K 996
2021
Q4
$61K Buy
+1,835
New +$61K 0.03% 542