Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.7K Sell
2,994
-795
-21% -$7.1K ﹤0.01% 1603
2025
Q1
$33K Sell
3,789
-558
-13% -$4.86K ﹤0.01% 1530
2024
Q4
$54.1K Sell
4,347
-3,513
-45% -$43.7K ﹤0.01% 1272
2024
Q3
$83.6K Buy
7,860
+1,984
+34% +$21.1K ﹤0.01% 1315
2024
Q2
$70.2K Buy
5,876
+949
+19% +$11.3K ﹤0.01% 1119
2024
Q1
$58.8K Sell
4,927
-4,247
-46% -$50.7K ﹤0.01% 861
2023
Q4
$90K Buy
9,174
+717
+8% +$7.03K ﹤0.01% 725
2023
Q3
$84K Buy
8,457
+4,731
+127% +$47K ﹤0.01% 675
2023
Q2
$35K Sell
3,726
-3,740
-50% -$35.1K ﹤0.01% 836
2023
Q1
$83K Sell
7,466
-502
-6% -$5.58K ﹤0.01% 837
2022
Q4
$68K Buy
7,968
+3,705
+87% +$31.6K ﹤0.01% 799
2022
Q3
$44K Buy
4,263
+47
+1% +$485 ﹤0.01% 796
2022
Q2
$46K Buy
+4,216
New +$46K ﹤0.01% 712