Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-285
Closed -$25.2K 819
2025
Q1
$25.2K Buy
285
+91
+47% +$8.04K ﹤0.01% 714
2024
Q4
$18.4K Sell
194
-265
-58% -$25.1K ﹤0.01% 813
2024
Q3
$50.7K Sell
459
-62
-12% -$6.85K 0.01% 669
2024
Q2
$59.5K Sell
521
-275
-35% -$31.4K 0.01% 607
2024
Q1
$115K Sell
796
-77
-9% -$11.2K 0.01% 454
2023
Q4
$123K Buy
873
+255
+41% +$36K 0.02% 399
2023
Q3
$82.9K Buy
618
+60
+11% +$8.05K 0.01% 458
2023
Q2
$80K Sell
558
-112
-17% -$16.1K 0.01% 478
2023
Q1
$93.3K Buy
670
+1
+0.1% +$139 0.02% 428
2022
Q4
$83K Buy
669
+40
+6% +$4.97K 0.02% 450
2022
Q3
$75K Buy
629
+195
+45% +$23.3K 0.02% 438
2022
Q2
$55K Buy
434
+114
+36% +$14.4K 0.01% 492
2022
Q1
$46K Buy
320
+65
+25% +$9.34K 0.01% 621
2021
Q4
$47K Buy
+255
New +$47K 0.01% 561