Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.4K Buy
+66,438
New +$80.4K ﹤0.01% 1547
2024
Q2
Sell
-38,160
Closed -$289K 1452
2024
Q1
$289K Buy
38,160
+1,391
+4% +$10.5K 0.02% 969
2023
Q4
$418K Sell
36,769
-32,008
-47% -$364K 0.04% 678
2023
Q3
$613K Sell
68,777
-65,030
-49% -$580K 0.06% 486
2023
Q2
$1.19M Buy
133,807
+82,118
+159% +$729K 0.13% 236
2023
Q1
$843K Buy
51,689
+24,723
+92% +$403K 0.1% 302
2022
Q4
$681K Buy
+26,966
New +$681K 0.1% 319
2022
Q3
Sell
-15,636
Closed -$294K 995
2022
Q2
$294K Sell
15,636
-5,918
-27% -$111K 0.04% 591
2022
Q1
$782K Buy
+21,554
New +$782K 0.18% 160