Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
+8,559
New +$1.3M 0.46% 39
2025
Q1
Sell
-10
Closed -$1.29K 143
2024
Q4
$1.29K Hold
10
﹤0.01% 245
2024
Q3
$1.37K Hold
10
﹤0.01% 272
2024
Q2
$1.02K Buy
+10
New +$1.02K ﹤0.01% 271
2023
Q4
$4.7K Hold
51
﹤0.01% 272
2023
Q3
$4.03K Sell
51
-149
-75% -$11.8K ﹤0.01% 263
2023
Q2
$16.7K Buy
200
+4
+2% +$334 0.01% 202
2023
Q1
$16.9K Sell
196
-312
-61% -$26.9K 0.01% 199
2022
Q4
$51K Buy
508
+3
+0.6% +$301 0.02% 126
2022
Q3
$46.6K Buy
505
+4
+0.8% +$369 0.02% 120
2022
Q2
$54.2K Buy
501
+3
+0.6% +$325 0.03% 108
2022
Q1
$61.9K Buy
+498
New +$61.9K 0.02% 113