Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.3K Sell
23,131
-672
-3% -$2.31K ﹤0.01% 1473
2025
Q1
$90.7K Buy
23,803
+418
+2% +$1.59K ﹤0.01% 1373
2024
Q4
$102K Sell
23,385
-925
-4% -$4.04K ﹤0.01% 1498
2024
Q3
$171K Sell
24,310
-945
-4% -$6.64K ﹤0.01% 1489
2024
Q2
$112K Buy
25,255
+2,313
+10% +$10.2K ﹤0.01% 1388
2024
Q1
$103K Sell
22,942
-6,752
-23% -$30.4K ﹤0.01% 645
2023
Q4
$269K Sell
29,694
-461
-2% -$4.18K 0.01% 521
2023
Q3
$273K Buy
30,155
+3,879
+15% +$35.1K 0.01% 383
2023
Q2
$255K Sell
26,276
-2,407
-8% -$23.3K 0.01% 402
2023
Q1
$301K Buy
+28,683
New +$301K 0.01% 383