Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18
Closed -$417 1076
2024
Q4
$417 Buy
+18
New +$417 ﹤0.01% 683
2024
Q2
Sell
-881
Closed -$29.9K 553
2024
Q1
$29.9K Buy
+881
New +$29.9K ﹤0.01% 241
2023
Q2
Sell
-178
Closed -$7.97K 224
2023
Q1
$7.97K Buy
+178
New +$7.97K ﹤0.01% 193
2022
Q3
Sell
-1,476
Closed -$73K 184
2022
Q2
$73K Buy
1,476
+1,171
+384% +$57.9K ﹤0.01% 97
2022
Q1
$17K Sell
305
-273
-47% -$15.2K ﹤0.01% 231
2021
Q4
$29K Buy
578
+49
+9% +$2.46K ﹤0.01% 348
2021
Q3
$26K Sell
529
-409
-44% -$20.1K ﹤0.01% 260
2021
Q2
$46K Buy
+938
New +$46K ﹤0.01% 143