Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,086
Closed -$24.9K 243
2025
Q1
$24.9K Buy
1,086
+258
+31% +$5.92K ﹤0.01% 672
2024
Q4
$19.2K Sell
828
-404
-33% -$9.37K ﹤0.01% 799
2024
Q3
$42.9K Buy
1,232
+675
+121% +$23.5K 0.01% 480
2024
Q2
$18K Buy
557
+161
+41% +$5.21K ﹤0.01% 716
2024
Q1
$13.5K Sell
396
-311
-44% -$10.6K ﹤0.01% 777
2023
Q4
$27.8K Buy
707
+499
+240% +$19.7K 0.01% 548
2023
Q3
$7.95K Sell
208
-371
-64% -$14.2K ﹤0.01% 802
2023
Q2
$26.4K Buy
579
+271
+88% +$12.4K 0.01% 495
2023
Q1
$13.8K Sell
308
-141
-31% -$6.32K ﹤0.01% 648
2022
Q4
$19.7K Buy
449
+128
+40% +$5.63K 0.01% 552
2022
Q3
$13K Buy
321
+258
+410% +$10.4K ﹤0.01% 688
2022
Q2
$3K Buy
+63
New +$3K ﹤0.01% 878