Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
3,251
-40
-1% -$1.92K 0.01% 828
2025
Q1
$160K Buy
3,291
+753
+30% +$36.6K 0.01% 733
2024
Q4
$124K Buy
2,538
+1,912
+305% +$93.3K 0.01% 851
2024
Q3
$38.9K Buy
+626
New +$38.9K ﹤0.01% 1303
2024
Q2
Sell
-414
Closed -$23.9K 1711
2024
Q1
$23.9K Buy
+414
New +$23.9K ﹤0.01% 1402
2022
Q4
$31.3K Buy
+505
New +$31.3K ﹤0.01% 1145
2022
Q3
Sell
-345
Closed -$19K 693
2022
Q2
$19K Buy
+345
New +$19K ﹤0.01% 1248
2022
Q1
Sell
-240
Closed -$13K 702
2021
Q4
$13K Buy
+240
New +$13K ﹤0.01% 1456