Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,608
Closed -$36.4K 6660
2024
Q4
$36.4K Buy
+17,608
New +$36.4K ﹤0.01% 5533
2024
Q2
Sell
-6,185
Closed -$35.3K 6552
2024
Q1
$35.3K Buy
6,185
+2,680
+76% +$15.3K ﹤0.01% 5401
2023
Q4
$37.2K Buy
+3,505
New +$37.2K ﹤0.01% 5219
2023
Q2
Sell
-3,492
Closed -$36.7K 6272
2023
Q1
$36.7K Buy
+3,492
New +$36.7K ﹤0.01% 5258
2022
Q4
Sell
-4,818
Closed -$51K 6512
2022
Q3
$51K Buy
4,818
+3,616
+301% +$38.3K ﹤0.01% 5308
2022
Q2
$11K Buy
+1,202
New +$11K ﹤0.01% 5805
2021
Q2
Sell
-1,365
Closed -$76K 6887
2021
Q1
$76K Buy
+1,365
New +$76K ﹤0.01% 5970