Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.7K Hold
236
﹤0.01% 3018
2025
Q1
$14.1K Sell
236
-70
-23% -$4.2K ﹤0.01% 2975
2024
Q4
$25.5K Buy
306
+84
+38% +$7K ﹤0.01% 2737
2024
Q3
$18.8K Sell
222
-1,707
-88% -$145K ﹤0.01% 2733
2024
Q2
$260K Sell
1,929
-89
-4% -$12K ﹤0.01% 1795
2024
Q1
$384K Sell
2,018
-219
-10% -$41.7K ﹤0.01% 1502
2023
Q4
$358K Sell
2,237
-543
-20% -$86.9K ﹤0.01% 1468
2023
Q3
$415K Buy
2,780
+248
+10% +$37K ﹤0.01% 1263
2023
Q2
$395K Sell
2,532
-5,864
-70% -$914K ﹤0.01% 1305
2023
Q1
$1.13M Buy
8,396
+5,714
+213% +$771K 0.01% 739
2022
Q4
$304K Buy
+2,682
New +$304K 0.01% 997
2022
Q3
Sell
-3,966
Closed -$329K 1534
2022
Q2
$329K Buy
+3,966
New +$329K 0.01% 1168
2021
Q2
Sell
-9,024
Closed -$649K 1133
2021
Q1
$649K Buy
+9,024
New +$649K 0.02% 591