Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-705
Closed -$41.9K 814
2025
Q1
$41.9K Sell
705
-18
-2% -$1.07K 0.01% 366
2024
Q4
$43.7K Hold
723
0.01% 373
2024
Q3
$52.1K Sell
723
-939
-56% -$67.6K 0.02% 364
2024
Q2
$117K Sell
1,662
-338
-17% -$23.8K 0.04% 258
2024
Q1
$159K Sell
2,000
-54
-3% -$4.3K 0.06% 257
2023
Q4
$184K Buy
2,054
+620
+43% +$55.6K 0.07% 236
2023
Q3
$141K Sell
1,434
-705
-33% -$69.5K 0.04% 282
2023
Q2
$218K Buy
2,139
+704
+49% +$71.9K 0.06% 237
2023
Q1
$161K Sell
1,435
-30
-2% -$3.37K 0.05% 275
2022
Q4
$136K Buy
+1,465
New +$136K 0.04% 299