Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-311
Closed -$69.6K 1992
2025
Q1
$69.6K Buy
311
+182
+141% +$40.7K 0.02% 649
2024
Q4
$29.5K Sell
129
-290
-69% -$66.3K ﹤0.01% 1000
2024
Q3
$102K Buy
419
+88
+27% +$21.5K 0.03% 408
2024
Q2
$63.4K Buy
331
+242
+272% +$46.3K 0.02% 512
2024
Q1
$17.6K Sell
89
-250
-74% -$49.5K ﹤0.01% 942
2023
Q4
$58.3K Sell
339
-75
-18% -$12.9K 0.01% 236
2023
Q3
$61.2K Buy
414
+12
+3% +$1.77K 0.01% 237
2023
Q2
$87.8K Buy
+402
New +$87.8K 0.03% 121
2023
Q1
Sell
-29
Closed -$6.04K 1201
2022
Q4
$6.04K Buy
+29
New +$6.04K ﹤0.01% 714