Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-169
Closed -$14.6K 1732
2025
Q1
$14.6K Buy
+169
New +$14.6K ﹤0.01% 1184
2024
Q3
Sell
-852
Closed -$87.2K 1635
2024
Q2
$87.2K Buy
852
+150
+21% +$15.4K 0.03% 383
2024
Q1
$64.9K Sell
702
-103
-13% -$9.52K 0.01% 316
2023
Q4
$70.8K Buy
805
+585
+266% +$51.5K 0.01% 203
2023
Q3
$16K Sell
220
-632
-74% -$45.9K ﹤0.01% 727
2023
Q2
$57.8K Buy
852
+213
+33% +$14.4K 0.02% 173
2023
Q1
$42.7K Buy
639
+316
+98% +$21.1K 0.01% 253
2022
Q4
$17.3K Buy
+323
New +$17.3K ﹤0.01% 366