Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-113
Closed -$6.79K 2456
2025
Q1
$6.79K Sell
113
-131
-54% -$7.87K ﹤0.01% 2042
2024
Q4
$20.4K Sell
244
-2,153
-90% -$180K ﹤0.01% 1592
2024
Q3
$323K Buy
2,397
+316
+15% +$42.6K ﹤0.01% 644
2024
Q2
$396K Buy
2,081
+1,118
+116% +$213K 0.01% 466
2024
Q1
$183K Sell
963
-450
-32% -$85.7K ﹤0.01% 534
2023
Q4
$212K Sell
1,413
-87
-6% -$13.1K ﹤0.01% 432
2023
Q3
$234K Buy
1,500
+660
+79% +$103K ﹤0.01% 396
2023
Q2
$118K Sell
840
-591
-41% -$83K ﹤0.01% 467
2023
Q1
$162K Buy
1,431
+523
+58% +$59.2K ﹤0.01% 615
2022
Q4
$70K Buy
908
+588
+184% +$45.3K ﹤0.01% 790
2022
Q3
$26K Buy
320
+72
+29% +$5.85K ﹤0.01% 977
2022
Q2
$24K Buy
+248
New +$24K ﹤0.01% 902