Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-897
Closed -$28.2K 1881
2025
Q1
$28.2K Buy
+897
New +$28.2K 0.01% 1007
2024
Q4
Sell
-173
Closed -$3.98K 1809
2024
Q3
$3.98K Sell
173
-3,145
-95% -$72.3K ﹤0.01% 1447
2024
Q2
$87.3K Sell
3,318
-608
-15% -$16K 0.03% 382
2024
Q1
$85.4K Buy
3,926
+3,635
+1,249% +$79.1K 0.02% 233
2023
Q4
$6.05K Sell
291
-1,362
-82% -$28.3K ﹤0.01% 1174
2023
Q3
$25K Buy
+1,653
New +$25K 0.01% 556
2023
Q2
Hold
0
1184
2023
Q1
Hold
0
1115