Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.24K Buy
+117
New +$8.24K ﹤0.01% 226
2024
Q2
Sell
-11,824
Closed -$793K 135
2024
Q1
$793K Buy
11,824
+11
+0.1% +$737 0.2% 56
2023
Q4
$777K Sell
11,813
-471
-4% -$31K 0.21% 66
2023
Q3
$791K Hold
12,284
0.26% 57
2023
Q2
$742K Hold
12,284
0.14% 55
2023
Q1
$739K Sell
12,284
-695
-5% -$41.8K 0.16% 54
2022
Q4
$739K Sell
12,979
-1,120
-8% -$63.8K 0.12% 56
2022
Q3
$702K Buy
14,099
+74
+0.5% +$3.69K 0.23% 57
2022
Q2
$733K Buy
14,025
+531
+4% +$27.8K 0.22% 54
2022
Q1
$741K Buy
+13,494
New +$741K 0.22% 61