Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,388
Closed -$36.7K 1307
2025
Q1
$36.7K Buy
12,388
+2,108
+21% +$6.24K ﹤0.01% 1140
2024
Q4
$39.2K Sell
10,280
-6,501
-39% -$24.8K ﹤0.01% 1133
2024
Q3
$38.3K Buy
16,781
+1,009
+6% +$2.3K ﹤0.01% 1068
2024
Q2
$59.6K Sell
15,772
-1,009
-6% -$3.81K ﹤0.01% 1095
2024
Q1
$38.3K Sell
16,781
-9,570
-36% -$21.8K ﹤0.01% 1067
2023
Q4
$83.3K Buy
+26,351
New +$83.3K ﹤0.01% 1028
2023
Q2
Sell
-11,247
Closed -$101K 1020
2023
Q1
$101K Sell
11,247
-3,523
-24% -$31.7K ﹤0.01% 926
2022
Q4
$140K Buy
+14,770
New +$140K 0.01% 858