Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,889
Closed -$86.7K 614
2025
Q1
$86.7K Buy
+12,889
New +$86.7K 0.01% 445
2024
Q2
Sell
-30,819
Closed -$86.9K 485
2024
Q1
$86.9K Buy
30,819
+16,023
+108% +$45.2K 0.01% 529
2023
Q4
$64.7K Buy
14,796
+4,411
+42% +$19.3K 0.01% 430
2023
Q3
$24.4K Sell
10,385
-26,977
-72% -$63.4K 0.01% 419
2023
Q2
$110K Sell
37,362
-10,128
-21% -$29.8K 0.04% 265
2023
Q1
$66K Sell
47,490
-1,848
-4% -$2.57K 0.04% 233
2022
Q4
$59.7K Buy
49,338
+6,867
+16% +$8.31K 0.03% 206
2022
Q3
$94K Buy
+42,471
New +$94K 0.03% 239