Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,976
Closed -$49.9K 607
2025
Q1
$49.9K Buy
4,976
+1,344
+37% +$13.5K 0.01% 562
2024
Q4
$36K Sell
3,632
-489
-12% -$4.84K ﹤0.01% 666
2024
Q3
$43.7K Buy
4,121
+2,002
+94% +$21.2K ﹤0.01% 704
2024
Q2
$26.6K Buy
2,119
+16
+0.8% +$201 ﹤0.01% 780
2024
Q1
$27.9K Sell
2,103
-374
-15% -$4.97K ﹤0.01% 793
2023
Q4
$30.2K Sell
2,477
-2,720
-52% -$33.2K ﹤0.01% 749
2023
Q3
$64.5K Buy
5,197
+3,633
+232% +$45.1K 0.01% 525
2023
Q2
$23.7K Buy
1,564
+14
+0.9% +$212 ﹤0.01% 759
2023
Q1
$19.5K Buy
1,550
+76
+5% +$958 ﹤0.01% 787
2022
Q4
$17.1K Buy
1,474
+331
+29% +$3.85K ﹤0.01% 798
2022
Q3
$13K Sell
1,143
-1,240
-52% -$14.1K ﹤0.01% 819
2022
Q2
$27K Buy
2,383
+313
+15% +$3.55K 0.01% 656
2022
Q1
$35K Buy
2,070
+6
+0.3% +$101 0.01% 675
2021
Q4
$43K Buy
+2,064
New +$43K 0.01% 587