Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.5K Sell
782
-246
-24% -$11.8K ﹤0.01% 2749
2025
Q1
$51.2K Sell
1,028
-1,319
-56% -$65.7K ﹤0.01% 2547
2024
Q4
$136K Buy
2,347
+122
+5% +$7.07K ﹤0.01% 2185
2024
Q3
$145K Buy
2,225
+1,093
+97% +$71.2K ﹤0.01% 2080
2024
Q2
$72.6K Sell
1,132
-187
-14% -$12K ﹤0.01% 2217
2024
Q1
$84K Sell
1,319
-959
-42% -$61.1K ﹤0.01% 2123
2023
Q4
$126K Buy
2,278
+406
+22% +$22.5K ﹤0.01% 1868
2023
Q3
$110K Hold
1,872
﹤0.01% 1799
2023
Q2
$122K Buy
1,872
+841
+82% +$54.7K ﹤0.01% 1790
2023
Q1
$56.7K Sell
1,031
-1,649
-62% -$90.7K ﹤0.01% 1948
2022
Q4
$34.1K Buy
+2,680
New +$34.1K ﹤0.01% 1893
2019
Q1
Sell
-19,017
Closed -$289 695
2018
Q4
$289 Buy
+19,017
New +$289 0.02% 490