Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.3K Sell
13,143
-193
-1% -$679 ﹤0.01% 3357
2025
Q1
$42.8K Sell
13,336
-842
-6% -$2.7K ﹤0.01% 3323
2024
Q4
$43.5K Buy
14,178
+2,225
+19% +$6.83K ﹤0.01% 3303
2024
Q3
$60.9K Buy
11,953
+123
+1% +$627 ﹤0.01% 3167
2024
Q2
$46.7K Sell
11,830
-60
-0.5% -$237 ﹤0.01% 3067
2024
Q1
$54.1K Sell
11,890
-671
-5% -$3.05K ﹤0.01% 3020
2023
Q4
$46K Sell
12,561
-128
-1% -$468 ﹤0.01% 2945
2023
Q3
$36K Sell
12,689
-9,442
-43% -$26.8K ﹤0.01% 2804
2023
Q2
$79.2K Sell
22,131
-390
-2% -$1.4K ﹤0.01% 2667
2023
Q1
$81K Sell
22,521
-6,494
-22% -$23.4K ﹤0.01% 2607
2022
Q4
$115K Buy
29,015
+10,953
+61% +$43.4K ﹤0.01% 2490
2022
Q3
$40K Buy
+18,062
New +$40K ﹤0.01% 2336