Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-51
Closed -$13.6K 732
2025
Q1
$13.6K Sell
51
-21
-29% -$5.6K ﹤0.01% 852
2024
Q4
$18.3K Buy
72
+12
+20% +$3.06K ﹤0.01% 814
2024
Q3
$19.1K Sell
60
-240
-80% -$76.4K ﹤0.01% 890
2024
Q2
$112K Buy
300
+96
+47% +$35.9K 0.01% 431
2024
Q1
$70.8K Sell
204
-168
-45% -$58.3K 0.01% 581
2023
Q4
$170K Buy
372
+60
+19% +$27.5K 0.02% 331
2023
Q3
$152K Buy
312
+6
+2% +$2.92K 0.02% 328
2023
Q2
$137K Buy
306
+9
+3% +$4.03K 0.02% 355
2023
Q1
$144K Hold
297
0.02% 341
2022
Q4
$152K Buy
297
+9
+3% +$4.61K 0.03% 318
2022
Q3
$140K Sell
288
-10
-3% -$4.86K 0.03% 307
2022
Q2
$139K Buy
298
+14
+5% +$6.53K 0.03% 291
2022
Q1
$124K Sell
284
-45
-14% -$19.6K 0.02% 373
2021
Q4
$153K Buy
+329
New +$153K 0.03% 329