Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.3K Buy
1,810
+68
+4% +$3.69K ﹤0.01% 1555
2025
Q1
$92.6K Buy
1,742
+43
+3% +$2.29K ﹤0.01% 1258
2024
Q4
$83.7K Sell
1,699
-35
-2% -$1.72K ﹤0.01% 1337
2024
Q3
$82.3K Sell
1,734
-80
-4% -$3.8K ﹤0.01% 1172
2024
Q2
$81.7K Buy
1,814
+42
+2% +$1.89K ﹤0.01% 1156
2024
Q1
$76.7K Buy
1,772
+230
+15% +$9.96K ﹤0.01% 1118
2023
Q4
$61.2K Sell
1,542
-21
-1% -$833 ﹤0.01% 1119
2023
Q3
$52.7K Buy
1,563
+79
+5% +$2.66K ﹤0.01% 1102
2023
Q2
$49.6K Sell
1,484
-339
-19% -$11.3K ﹤0.01% 1129
2023
Q1
$59.1K Buy
1,823
+613
+51% +$19.9K ﹤0.01% 1018
2022
Q4
$33.5K Sell
1,210
-245
-17% -$6.79K ﹤0.01% 1161
2022
Q3
$35K Buy
1,455
+1,193
+455% +$28.7K ﹤0.01% 1090
2022
Q2
$7K Buy
+262
New +$7K ﹤0.01% 1675
2022
Q1
Sell
-79
Closed -$3K 2333
2021
Q4
$3K Buy
+79
New +$3K ﹤0.01% 1667