Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.55K Sell
909
-3,483
-79% -$32.8K ﹤0.01% 1910
2025
Q1
$40.8K Sell
4,392
-2,200
-33% -$20.4K ﹤0.01% 1455
2024
Q4
$66.7K Buy
6,592
+4,549
+223% +$46K ﹤0.01% 1115
2024
Q3
$21K Buy
2,043
+1,693
+484% +$17.4K ﹤0.01% 1922
2024
Q2
$4.47K Buy
350
+36
+11% +$460 ﹤0.01% 2231
2024
Q1
$4.01K Sell
314
-614
-66% -$7.85K ﹤0.01% 1679
2023
Q4
$10K Buy
+928
New +$10K ﹤0.01% 1594
2023
Q2
Sell
-22,595
Closed -$209K 2510
2023
Q1
$209K Buy
22,595
+5,975
+36% +$55.3K ﹤0.01% 524
2022
Q4
$137K Buy
16,620
+9,296
+127% +$76.6K ﹤0.01% 569
2022
Q3
$70K Buy
7,324
+1,697
+30% +$16.2K ﹤0.01% 646
2022
Q2
$65K Buy
+5,627
New +$65K ﹤0.01% 624