Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-391
Closed -$53.5K 390
2025
Q1
$53.5K Buy
391
+93
+31% +$12.7K 0.01% 539
2024
Q4
$45.6K Buy
298
+72
+32% +$11K ﹤0.01% 602
2024
Q3
$43.9K Sell
226
-69
-23% -$13.4K ﹤0.01% 702
2024
Q2
$68.4K Buy
295
+40
+16% +$9.27K 0.01% 573
2024
Q1
$55K Sell
255
-82
-24% -$17.7K 0.01% 640
2023
Q4
$87.2K Buy
337
+49
+17% +$12.7K 0.01% 484
2023
Q3
$74K Sell
288
-4
-1% -$1.03K 0.01% 492
2023
Q2
$83.2K Buy
292
+7
+2% +$1.99K 0.01% 466
2023
Q1
$79.2K Buy
285
+7
+3% +$1.94K 0.01% 469
2022
Q4
$77K Buy
278
+23
+9% +$6.37K 0.01% 471
2022
Q3
$68K Buy
255
+25
+11% +$6.67K 0.01% 463
2022
Q2
$47K Buy
230
+35
+18% +$7.15K 0.01% 531
2022
Q1
$41K Sell
195
-125
-39% -$26.3K 0.01% 644
2021
Q4
$77K Buy
+320
New +$77K 0.02% 456