Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,708
Closed -$48.3K 913
2025
Q1
$48.3K Buy
17,708
+4,528
+34% +$12.4K ﹤0.01% 854
2024
Q4
$54.8K Hold
13,180
﹤0.01% 870
2024
Q3
$51.3K Buy
13,180
+295
+2% +$1.15K ﹤0.01% 866
2024
Q2
$50.5K Buy
12,885
+353
+3% +$1.38K ﹤0.01% 832
2024
Q1
$52.5K Buy
+12,532
New +$52.5K ﹤0.01% 879
2023
Q3
Sell
-26,969
Closed -$124K 843
2023
Q2
$124K Buy
26,969
+15,600
+137% +$71.6K 0.01% 788
2023
Q1
$56.3K Buy
+11,369
New +$56.3K ﹤0.01% 817