Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-213
Closed -$10.5K 402
2024
Q4
$10.5K Buy
+213
New +$10.5K ﹤0.01% 293
2024
Q2
Sell
-148
Closed -$6.26K 243
2024
Q1
$6.26K Buy
+148
New +$6.26K ﹤0.01% 137
2023
Q2
Sell
-42,907
Closed -$1.33M 565
2023
Q1
$1.33M Buy
+42,907
New +$1.33M 0.93% 9
2022
Q3
Sell
-894
Closed -$22K 599
2022
Q2
$22K Buy
894
+183
+26% +$4.5K 0.01% 185
2022
Q1
$20K Buy
+711
New +$20K ﹤0.01% 120