Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Buy
+1,869
New +$193K 0.02% 415
2024
Q1
Sell
-25
Closed -$3.04K 892
2023
Q4
$3.04K Sell
25
-54
-68% -$6.56K ﹤0.01% 812
2023
Q3
$9.34K Sell
79
-59
-43% -$6.98K ﹤0.01% 714
2023
Q2
$18.1K Sell
138
-668
-83% -$87.8K ﹤0.01% 694
2023
Q1
$109K Sell
806
-1,568
-66% -$212K 0.02% 451
2022
Q4
$329K Buy
2,374
+2,326
+4,846% +$323K 0.06% 245
2022
Q3
$4.62K Hold
48
﹤0.01% 779
2022
Q2
$4.74K Hold
48
﹤0.01% 853
2022
Q1
$7.01K Buy
+48
New +$7.01K ﹤0.01% 755