Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,535
Closed -$80.3K 756
2025
Q1
$80.3K Buy
3,535
+634
+22% +$14.4K 0.01% 451
2024
Q4
$58.2K Sell
2,901
-2,575
-47% -$51.6K 0.01% 546
2024
Q3
$129K Sell
5,476
-4,778
-47% -$112K 0.01% 430
2024
Q2
$318K Sell
10,254
-2,193
-18% -$67.9K 0.03% 227
2024
Q1
$550K Buy
12,447
+161
+1% +$7.11K 0.06% 163
2023
Q4
$617K Sell
12,286
-275
-2% -$13.8K 0.08% 144
2023
Q3
$447K Buy
12,561
+1,146
+10% +$40.7K 0.07% 162
2023
Q2
$382K Sell
11,415
-113
-1% -$3.78K 0.06% 190
2023
Q1
$376K Sell
11,528
-268
-2% -$8.74K 0.06% 186
2022
Q4
$312K Sell
11,796
-66
-0.6% -$1.75K 0.06% 197
2022
Q3
$306K Buy
11,862
+742
+7% +$19.1K 0.06% 189
2022
Q2
$416K Sell
11,120
-1,596
-13% -$59.7K 0.09% 136
2022
Q1
$630K Sell
12,716
-6,299
-33% -$312K 0.12% 121
2021
Q4
$979K Buy
+19,015
New +$979K 0.21% 85