Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-876
Closed -$80.2K 900
2025
Q1
$80.2K Sell
876
-237
-21% -$21.7K ﹤0.01% 798
2024
Q4
$94.8K Sell
1,113
-752
-40% -$64K ﹤0.01% 752
2024
Q3
$163K Sell
1,865
-493
-21% -$43.1K ﹤0.01% 630
2024
Q2
$213K Sell
2,358
-77
-3% -$6.96K ﹤0.01% 597
2024
Q1
$214K Buy
2,435
+5
+0.2% +$439 ﹤0.01% 510
2023
Q4
$214K Sell
2,430
-264
-10% -$23.2K ﹤0.01% 530
2023
Q3
$228K Buy
2,694
+11
+0.4% +$929 ﹤0.01% 498
2023
Q2
$265K Sell
2,683
-1,375
-34% -$136K ﹤0.01% 479
2023
Q1
$390K Sell
4,058
-77
-2% -$7.39K 0.01% 359
2022
Q4
$376K Buy
4,135
+397
+11% +$36.1K 0.01% 353
2022
Q3
$297K Buy
+3,738
New +$297K 0.01% 367