Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-279
Closed -$19.9K 1832
2025
Q1
$19.9K Sell
279
-594
-68% -$42.5K ﹤0.01% 1102
2024
Q4
$62.2K Sell
873
-579
-40% -$41.3K 0.01% 626
2024
Q3
$102K Buy
1,452
+675
+87% +$47.3K 0.03% 411
2024
Q2
$49.6K Buy
777
+386
+99% +$24.7K 0.01% 640
2024
Q1
$28.7K Buy
391
+216
+123% +$15.8K 0.01% 708
2023
Q4
$10.7K Sell
175
-589
-77% -$35.9K ﹤0.01% 1010
2023
Q3
$30.3K Buy
+764
New +$30.3K 0.01% 464
2023
Q2
Sell
-1,165
Closed -$37.3K 1142
2023
Q1
$37.3K Buy
1,165
+1,052
+931% +$33.7K 0.01% 323
2022
Q4
$4.04K Buy
+113
New +$4.04K ﹤0.01% 784