Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,167
Closed -$87.6K 2037
2025
Q1
$87.6K Buy
+1,167
New +$87.6K 0.02% 561
2024
Q4
Sell
-572
Closed -$44.7K 1981
2024
Q3
$44.7K Sell
572
-676
-54% -$52.8K 0.01% 764
2024
Q2
$89.1K Buy
1,248
+902
+261% +$64.4K 0.03% 374
2024
Q1
$28.1K Sell
346
-396
-53% -$32.1K 0.01% 722
2023
Q4
$54.3K Buy
742
+103
+16% +$7.53K 0.01% 267
2023
Q3
$42.2K Buy
639
+71
+13% +$4.69K 0.01% 332
2023
Q2
$42.1K Buy
568
+27
+5% +$2K 0.01% 239
2023
Q1
$41.8K Buy
541
+199
+58% +$15.4K 0.01% 262
2022
Q4
$26.1K Buy
+342
New +$26.1K 0.01% 205