Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,508
Closed -$62.9K 2622
2025
Q1
$62.9K Buy
9,508
+221
+2% +$1.46K ﹤0.01% 1223
2024
Q4
$47.7K Sell
9,287
-7,609
-45% -$39.1K ﹤0.01% 1326
2024
Q3
$133K Buy
16,896
+7,947
+89% +$62.5K ﹤0.01% 1069
2024
Q2
$73.3K Buy
8,949
+3,957
+79% +$32.4K ﹤0.01% 1093
2024
Q1
$40.9K Sell
4,992
-5,218
-51% -$42.7K ﹤0.01% 978
2023
Q4
$85K Buy
10,210
+3,347
+49% +$27.9K ﹤0.01% 752
2023
Q3
$46K Buy
6,863
+1,727
+34% +$11.6K ﹤0.01% 879
2023
Q2
$36K Sell
5,136
-10,576
-67% -$74.1K ﹤0.01% 823
2023
Q1
$112K Buy
15,712
+4,846
+45% +$34.5K ﹤0.01% 733
2022
Q4
$67K Buy
10,866
+4,156
+62% +$25.6K ﹤0.01% 812
2022
Q3
$48K Buy
6,710
+6,136
+1,069% +$43.9K ﹤0.01% 768
2022
Q2
$4K Buy
+574
New +$4K ﹤0.01% 1535