Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.3K Buy
4,078
+271
+7% +$2.81K ﹤0.01% 2137
2025
Q1
$39.2K Sell
3,807
-4,144
-52% -$42.6K ﹤0.01% 2006
2024
Q4
$75.9K Buy
7,951
+649
+9% +$6.19K ﹤0.01% 1610
2024
Q3
$77.3K Sell
7,302
-3,707
-34% -$39.2K ﹤0.01% 1524
2024
Q2
$90.9K Buy
11,009
+1,449
+15% +$12K ﹤0.01% 1413
2024
Q1
$81.2K Sell
9,560
-707
-7% -$6K ﹤0.01% 1376
2023
Q4
$84.5K Buy
10,267
+513
+5% +$4.22K ﹤0.01% 1318
2023
Q3
$81.2K Buy
9,754
+3,922
+67% +$32.7K ﹤0.01% 1356
2023
Q2
$48.9K Sell
5,832
-1,423
-20% -$11.9K ﹤0.01% 1615
2023
Q1
$54.4K Sell
7,255
-10,403
-59% -$78K ﹤0.01% 1529
2022
Q4
$148K Buy
+17,658
New +$148K ﹤0.01% 1516