Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,706
Closed -$10.6K 1257
2025
Q1
$10.6K Buy
2,706
+1,210
+81% +$4.74K ﹤0.01% 1241
2024
Q4
$7.95K Hold
1,496
﹤0.01% 1290
2024
Q3
$10.6K Sell
1,496
-336
-18% -$2.39K ﹤0.01% 1166
2024
Q2
$2.86K Sell
1,832
-8,352
-82% -$13K ﹤0.01% 1787
2024
Q1
$18.6K Sell
10,184
-1,459
-13% -$2.67K ﹤0.01% 1076
2023
Q4
$21.3K Sell
11,643
-3,202
-22% -$5.86K ﹤0.01% 554
2023
Q3
$21.1K Buy
+14,845
New +$21.1K ﹤0.01% 527
2023
Q1
Sell
-39,293
Closed -$205K 515
2022
Q4
$205K Buy
+39,293
New +$205K ﹤0.01% 461