Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.9K Sell
3,046
-649
-18% -$21.3K 0.02% 553
2025
Q1
$109K Buy
+3,695
New +$109K 0.02% 482
2024
Q3
Sell
-1,441
Closed -$30K 2027
2024
Q2
$30K Sell
1,441
-573
-28% -$11.9K 0.01% 901
2024
Q1
$43.9K Sell
2,014
-948
-32% -$20.7K 0.01% 494
2023
Q4
$56.6K Buy
2,962
+1,304
+79% +$24.9K 0.01% 251
2023
Q3
$22.6K Buy
1,658
+902
+119% +$12.3K 0.01% 599
2023
Q2
$12.3K Buy
+756
New +$12.3K ﹤0.01% 729
2023
Q1
Sell
-465
Closed -$7.72K 1219
2022
Q4
$7.72K Buy
+465
New +$7.72K ﹤0.01% 650