Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
+55,748
New +$179K ﹤0.01% 3596
2024
Q3
Sell
-1,777
Closed -$1K 4469
2024
Q2
$1K Sell
1,777
-17,003
-91% -$9.57K ﹤0.01% 4158
2024
Q1
$22K Sell
18,780
-20,115
-52% -$23.6K ﹤0.01% 3944
2023
Q4
$79K Buy
38,895
+30,296
+352% +$61.5K ﹤0.01% 3766
2023
Q3
$19K Sell
8,599
-270
-3% -$597 ﹤0.01% 3916
2023
Q2
$38K Buy
8,869
+2,026
+30% +$8.68K ﹤0.01% 3792
2023
Q1
$26K Sell
6,843
-5,874
-46% -$22.3K ﹤0.01% 3944
2022
Q4
$52K Buy
12,717
+8,012
+170% +$32.8K ﹤0.01% 3766
2022
Q3
$21K Buy
4,705
+385
+9% +$1.72K ﹤0.01% 3927
2022
Q2
$12K Sell
4,320
-1,790
-29% -$4.97K ﹤0.01% 4271
2022
Q1
$27K Buy
+6,110
New +$27K ﹤0.01% 4229