Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-529
Closed -$5.54K 2028
2025
Q1
$5.54K Sell
529
-612
-54% -$6.41K ﹤0.01% 1345
2024
Q4
$9.09K Buy
1,141
+631
+124% +$5.03K ﹤0.01% 1246
2024
Q3
$5.74K Buy
510
+277
+119% +$3.12K ﹤0.01% 1384
2024
Q2
$2.79K Sell
233
-477
-67% -$5.72K ﹤0.01% 1576
2024
Q1
$11.8K Buy
710
+451
+174% +$7.49K ﹤0.01% 1096
2023
Q4
$4.67K Sell
259
-4,691
-95% -$84.6K ﹤0.01% 1219
2023
Q3
$52.8K Buy
4,950
+1,964
+66% +$21K 0.01% 272
2023
Q2
$38K Buy
+2,986
New +$38K 0.01% 272
2023
Q1
Sell
-2,411
Closed -$22.8K 1233
2022
Q4
$22.8K Buy
+2,411
New +$22.8K 0.01% 256