Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,610
Closed -$35.9K 7166
2025
Q1
$35.9K Buy
+16,610
New +$35.9K ﹤0.01% 5458
2024
Q4
Hold
0
6894
2024
Q3
Sell
-43,284
Closed -$29.2K 6845
2024
Q2
$29.2K Buy
+43,284
New +$29.2K ﹤0.01% 5326
2024
Q1
Sell
-15,130
Closed -$30.4K 6917
2023
Q4
$30.4K Buy
+15,130
New +$30.4K ﹤0.01% 5270
2023
Q3
Sell
-8,507
Closed -$36.7K 6622
2023
Q2
$36.7K Sell
8,507
-979
-10% -$4.22K ﹤0.01% 5089
2023
Q1
$36.5K Sell
9,486
-3,462
-27% -$13.3K ﹤0.01% 5261
2022
Q4
$53K Buy
+12,948
New +$53K ﹤0.01% 5257
2022
Q3
Sell
-30,600
Closed -$86K 6821
2022
Q2
$86K Buy
30,600
+19,946
+187% +$56.1K ﹤0.01% 5349
2022
Q1
$49K Buy
+10,654
New +$49K ﹤0.01% 5912