Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-320
Closed -$9.9K 522
2025
Q1
$9.9K Sell
320
-1
-0.3% -$31 ﹤0.01% 983
2024
Q4
$8.78K Sell
321
-10
-3% -$274 ﹤0.01% 1053
2024
Q3
$10K Sell
331
-4
-1% -$121 ﹤0.01% 924
2024
Q2
$10.3K Buy
335
+14
+4% +$431 ﹤0.01% 870
2024
Q1
$10.2K Sell
321
-386
-55% -$12.2K ﹤0.01% 854
2023
Q4
$24K Buy
707
+373
+112% +$12.7K 0.01% 578
2023
Q3
$10.7K Sell
334
-455
-58% -$14.5K ﹤0.01% 728
2023
Q2
$22.7K Sell
789
-554
-41% -$15.9K 0.01% 527
2023
Q1
$37.6K Buy
1,343
+210
+19% +$5.88K 0.01% 411
2022
Q4
$32.5K Sell
1,133
-144
-11% -$4.13K 0.01% 437
2022
Q3
$27K Buy
1,277
+887
+227% +$18.8K 0.01% 511
2022
Q2
$9K Buy
+390
New +$9K ﹤0.01% 670