Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-108
Closed -$14.6K 1232
2025
Q1
$14.6K Sell
108
-157
-59% -$21.2K ﹤0.01% 1165
2024
Q4
$38.2K Buy
265
+156
+143% +$22.5K ﹤0.01% 922
2024
Q3
$17.8K Buy
109
+6
+6% +$978 ﹤0.01% 1082
2024
Q2
$13.5K Hold
103
﹤0.01% 1364
2024
Q1
$11.1K Buy
+103
New +$11.1K ﹤0.01% 1169
2023
Q2
Sell
-2,617
Closed -$241K 641
2023
Q1
$241K Buy
2,617
+283
+12% +$26.1K ﹤0.01% 446
2022
Q4
$246K Hold
2,334
﹤0.01% 426
2022
Q3
$204K Buy
+2,334
New +$204K ﹤0.01% 447
2022
Q2
Sell
-2,437
Closed -$263K 439
2022
Q1
$263K Buy
+2,437
New +$263K 0.01% 369