Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-246
Closed -$90.3K 422
2025
Q1
$90.3K Sell
246
-4
-2% -$1.47K 0.01% 423
2024
Q4
$101K Buy
250
+10
+4% +$4.04K 0.01% 404
2024
Q3
$120K Buy
240
+2
+0.8% +$1K 0.01% 451
2024
Q2
$102K Hold
238
0.01% 457
2024
Q1
$90.2K Sell
238
-5
-2% -$1.89K 0.01% 509
2023
Q4
$78.7K Buy
243
+3
+1% +$972 0.01% 513
2023
Q3
$75.3K Hold
240
0.01% 483
2023
Q2
$81.8K Buy
240
+6
+3% +$2.05K 0.01% 471
2023
Q1
$69.3K Buy
234
+58
+33% +$17.2K 0.01% 504
2022
Q4
$52.9K Hold
176
0.01% 570
2022
Q3
$46K Sell
176
-5
-3% -$1.31K 0.01% 563
2022
Q2
$51K Buy
181
+29
+19% +$8.17K 0.01% 508
2022
Q1
$46K Sell
152
-823
-84% -$249K 0.01% 619
2021
Q4
$262K Buy
+975
New +$262K 0.06% 246