Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-480
Closed -$21.7K 2057
2025
Q1
$21.7K Sell
480
-2,227
-82% -$101K ﹤0.01% 1080
2024
Q4
$118K Sell
2,707
-7,716
-74% -$335K 0.02% 370
2024
Q3
$473K Buy
10,423
+9,403
+922% +$426K 0.12% 152
2024
Q2
$42K Sell
1,020
-560
-35% -$23K 0.01% 735
2024
Q1
$59.1K Buy
1,580
+843
+114% +$31.5K 0.01% 358
2023
Q4
$28.2K Sell
737
-280
-28% -$10.7K ﹤0.01% 540
2023
Q3
$36.3K Buy
+1,017
New +$36.3K 0.01% 386
2023
Q1
Sell
-282
Closed -$10.9K 1258
2022
Q4
$10.9K Buy
+282
New +$10.9K ﹤0.01% 538