Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-162
Closed -$886 830
2025
Q1
$886 Sell
162
-14,094
-99% -$77.1K ﹤0.01% 1649
2024
Q4
$99.2K Hold
14,256
﹤0.01% 744
2024
Q3
$134K Sell
14,256
-2,147
-13% -$20.2K ﹤0.01% 676
2024
Q2
$196K Buy
16,403
+40
+0.2% +$478 ﹤0.01% 621
2024
Q1
$203K Hold
16,363
﹤0.01% 524
2023
Q4
$203K Sell
16,363
-137
-0.8% -$1.7K ﹤0.01% 540
2023
Q3
$181K Sell
16,500
-1,208
-7% -$13.3K ﹤0.01% 518
2023
Q2
$218K Buy
17,708
+2,133
+14% +$26.2K ﹤0.01% 534
2023
Q1
$188K Buy
15,575
+2,226
+17% +$26.8K ﹤0.01% 502
2022
Q4
$114K Sell
13,349
-666
-5% -$5.7K ﹤0.01% 472
2022
Q3
$89K Buy
+14,015
New +$89K ﹤0.01% 464