Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,551
Closed -$82.9K 1807
2025
Q1
$82.9K Sell
1,551
-2,540
-62% -$136K 0.02% 579
2024
Q4
$189K Buy
4,091
+3,200
+359% +$148K 0.03% 248
2024
Q3
$32.6K Buy
891
+578
+185% +$21.2K 0.01% 910
2024
Q2
$11.6K Buy
+313
New +$11.6K ﹤0.01% 1252
2024
Q1
Sell
-3,114
Closed -$120K 1679
2023
Q4
$120K Buy
+3,114
New +$120K 0.02% 145
2023
Q1
Sell
-504
Closed -$17.1K 1043
2022
Q4
$17.1K Buy
+504
New +$17.1K ﹤0.01% 372