Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.9K Sell
12,378
-1,680
-12% -$5.28K ﹤0.01% 1329
2025
Q1
$37.8K Buy
14,058
+819
+6% +$2.2K ﹤0.01% 1813
2024
Q4
$37.3K Buy
13,239
+1,888
+17% +$5.32K ﹤0.01% 1583
2024
Q3
$24.2K Sell
11,351
-36,403
-76% -$77.5K ﹤0.01% 1818
2024
Q2
$94.6K Buy
47,754
+15,420
+48% +$30.5K 0.01% 1049
2024
Q1
$80.8K Buy
32,334
+22,289
+222% +$55.7K 0.01% 1128
2023
Q4
$20.5K Sell
10,045
-1,805
-15% -$3.68K ﹤0.01% 1815
2023
Q3
$25.1K Buy
11,850
+3,258
+38% +$6.91K ﹤0.01% 1590
2023
Q2
$17.2K Buy
+8,592
New +$17.2K ﹤0.01% 1784
2021
Q3
Sell
-10,550
Closed -$25K 2618
2021
Q2
$25K Buy
+10,550
New +$25K ﹤0.01% 1108
2020
Q1
Sell
-20,431
Closed -$95K 2235
2019
Q4
$95K Buy
+20,431
New +$95K 0.01% 1007