Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-257
Closed -$12.2K 1577
2025
Q1
$12.2K Buy
257
+164
+176% +$7.78K ﹤0.01% 916
2024
Q4
$5.84K Sell
93
-62
-40% -$3.9K ﹤0.01% 1161
2024
Q3
$8.92K Buy
155
+128
+474% +$7.37K ﹤0.01% 952
2024
Q2
$1.12K Sell
27
-37
-58% -$1.54K ﹤0.01% 1249
2024
Q1
$2.86K Sell
64
-52
-45% -$2.33K ﹤0.01% 1092
2023
Q4
$5.01K Buy
116
+87
+300% +$3.76K ﹤0.01% 977
2023
Q3
$873 Sell
29
-327
-92% -$9.84K ﹤0.01% 1200
2023
Q2
$10.4K Sell
356
-970
-73% -$28.4K ﹤0.01% 736
2023
Q1
$38.9K Buy
+1,326
New +$38.9K 0.01% 405