Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,424
Closed -$65.3K 1643
2025
Q1
$65.3K Buy
+21,424
New +$65.3K ﹤0.01% 1186
2024
Q4
Hold
0
2224
2024
Q3
Sell
-57,253
Closed -$216K 2239
2024
Q2
$216K Buy
+57,253
New +$216K ﹤0.01% 1339
2024
Q1
Sell
-19,104
Closed -$60.4K 2130
2023
Q4
$60.4K Buy
19,104
+3,781
+25% +$11.9K ﹤0.01% 1410
2023
Q3
$62.7K Buy
15,323
+525
+4% +$2.15K ﹤0.01% 1256
2023
Q2
$132K Buy
+14,798
New +$132K ﹤0.01% 1087