Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9K Sell
15,708
-4,635
-23% -$4.11K ﹤0.01% 2513
2025
Q1
$28.6K Sell
20,343
-99
-0.5% -$139 ﹤0.01% 2496
2024
Q4
$37.8K Sell
20,442
-1,707
-8% -$3.16K ﹤0.01% 2576
2024
Q3
$35.7K Buy
22,149
+2,313
+12% +$3.72K ﹤0.01% 2519
2024
Q2
$35.3K Sell
19,836
-767
-4% -$1.37K ﹤0.01% 2467
2024
Q1
$25.5K Buy
+20,603
New +$25.5K ﹤0.01% 2559
2023
Q4
Sell
-64,618
Closed -$77.2K 2234
2023
Q3
$77.2K Buy
64,618
+61
+0.1% +$73 ﹤0.01% 2079
2023
Q2
$85.2K Hold
64,557
﹤0.01% 2016
2023
Q1
$92.6K Buy
+64,557
New +$92.6K ﹤0.01% 2080
2022
Q2
Sell
-11,256
Closed -$44K 2787
2022
Q1
$44K Buy
+11,256
New +$44K ﹤0.01% 2818