Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-751
Closed -$28.7K 573
2025
Q1
$28.7K Sell
751
-217
-22% -$8.29K ﹤0.01% 681
2024
Q4
$42.5K Sell
968
-474
-33% -$20.8K ﹤0.01% 616
2024
Q3
$62.1K Sell
1,442
-75
-5% -$3.23K 0.01% 627
2024
Q2
$68.6K Buy
1,517
+63
+4% +$2.85K 0.01% 571
2024
Q1
$90.8K Buy
1,454
+134
+10% +$8.37K 0.01% 505
2023
Q4
$73.9K Sell
1,320
-142
-10% -$7.96K 0.01% 525
2023
Q3
$77.1K Sell
1,462
-174
-11% -$9.18K 0.01% 478
2023
Q2
$105K Buy
1,636
+72
+5% +$4.62K 0.02% 414
2023
Q1
$83.7K Buy
1,564
+8
+0.5% +$428 0.01% 454
2022
Q4
$83.3K Buy
1,556
+30
+2% +$1.61K 0.02% 449
2022
Q3
$70K Buy
1,526
+277
+22% +$12.7K 0.01% 457
2022
Q2
$69K Sell
1,249
-1,048
-46% -$57.9K 0.01% 437
2022
Q1
$157K Sell
2,297
-625
-21% -$42.7K 0.03% 325
2021
Q4
$231K Buy
+2,922
New +$231K 0.05% 265