Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.3K Buy
+1,419
New +$41.3K 0.01% 923
2025
Q1
Sell
-1,923
Closed -$53.6K 1891
2024
Q4
$53.6K Buy
1,923
+67
+4% +$1.87K 0.01% 698
2024
Q3
$37.2K Buy
1,856
+741
+66% +$14.9K 0.01% 851
2024
Q2
$17.1K Sell
1,115
-781
-41% -$12K ﹤0.01% 1130
2024
Q1
$29.9K Buy
1,896
+635
+50% +$10K 0.01% 690
2023
Q4
$18.4K Buy
+1,261
New +$18.4K ﹤0.01% 762
2023
Q3
Sell
-2,765
Closed -$39.2K 1253
2023
Q2
$39.2K Buy
+2,765
New +$39.2K 0.01% 266
2023
Q1
Sell
-737
Closed -$13.3K 1165
2022
Q4
$13.3K Buy
+737
New +$13.3K ﹤0.01% 469