Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.8K Sell
161
-22
-12% -$2.85K ﹤0.01% 1594
2025
Q1
$21.9K Buy
183
+67
+58% +$8K ﹤0.01% 1495
2024
Q4
$13.5K Sell
116
-288
-71% -$33.4K ﹤0.01% 1668
2024
Q3
$54.6K Sell
404
-1,094
-73% -$148K ﹤0.01% 1148
2024
Q2
$203K Buy
1,498
+1,322
+751% +$179K 0.02% 368
2024
Q1
$22.7K Buy
+176
New +$22.7K ﹤0.01% 1419
2022
Q4
$64.1K Buy
+580
New +$64.1K ﹤0.01% 899
2022
Q3
Sell
-710
Closed -$56K 2151
2022
Q2
$56K Buy
+710
New +$56K ﹤0.01% 904
2022
Q1
Sell
-4,008
Closed -$481K 2147
2021
Q4
$481K Buy
+4,008
New +$481K 0.03% 376