Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-140
Closed -$6.8K 203
2025
Q1
$6.8K Sell
140
-200
-59% -$9.71K 0.01% 182
2024
Q4
$16.6K Sell
340
-125
-27% -$6.1K 0.02% 156
2024
Q3
$28.9K Buy
+465
New +$28.9K 0.03% 141
2024
Q2
Sell
-4,060
Closed -$234K 107
2024
Q1
$234K Sell
4,060
-2,036
-33% -$117K 0.23% 88
2023
Q4
$416K Sell
6,096
-11,445
-65% -$782K 0.45% 69
2023
Q3
$449K Buy
17,541
+9,714
+124% +$248K 0.5% 62
2023
Q2
$467K Sell
7,827
-9,515
-55% -$568K 0.46% 75
2023
Q1
$1.1M Buy
17,342
+9,911
+133% +$628K 1.21% 29
2022
Q4
$461K Buy
+7,431
New +$461K 0.51% 57