Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-119
Closed -$30.2K 1796
2025
Q1
$30.2K Sell
119
-2,008
-94% -$509K 0.01% 986
2024
Q4
$498K Buy
2,127
+2,077
+4,154% +$487K 0.07% 137
2024
Q3
$12.8K Sell
50
-506
-91% -$129K ﹤0.01% 1216
2024
Q2
$132K Buy
+556
New +$132K 0.04% 244
2023
Q3
Sell
-152
Closed -$28.4K 1127
2023
Q2
$28.4K Buy
152
+26
+21% +$4.85K 0.01% 383
2023
Q1
$20.9K Buy
126
+54
+75% +$8.94K ﹤0.01% 581
2022
Q4
$10.5K Buy
+72
New +$10.5K ﹤0.01% 552