Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.83K Buy
439
+56
+15% +$1.25K 0.01% 197
2025
Q1
$8.69K Sell
383
-219
-36% -$4.97K 0.01% 215
2024
Q4
$12.1K Buy
602
+159
+36% +$3.19K 0.01% 197
2024
Q3
$10.4K Sell
443
-41
-8% -$963 0.01% 185
2024
Q2
$15K Buy
+484
New +$15K 0.01% 160
2024
Q1
Sell
-496
Closed -$24.9K 224
2023
Q4
$24.9K Buy
496
+231
+87% +$11.6K 0.02% 138
2023
Q3
$9.43K Hold
265
0.01% 172
2023
Q2
$8.86K Sell
265
-388
-59% -$13K 0.01% 179
2023
Q1
$21.3K Sell
653
-19
-3% -$621 0.02% 146
2022
Q4
$17.8K Buy
672
+32
+5% +$845 0.02% 158
2022
Q3
$17K Sell
640
-76
-11% -$2.02K 0.02% 155
2022
Q2
$27K Sell
716
-13,367
-95% -$504K 0.03% 133
2022
Q1
$698K Buy
+14,083
New +$698K 0.5% 31