Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,465
Closed -$12.8K 1237
2025
Q1
$12.8K Sell
1,465
-142
-9% -$1.24K ﹤0.01% 862
2024
Q4
$20K Buy
1,607
+20
+1% +$249 ﹤0.01% 791
2024
Q3
$18.4K Buy
1,587
+258
+19% +$3K ﹤0.01% 897
2024
Q2
$14.1K Sell
1,329
-65
-5% -$691 ﹤0.01% 928
2024
Q1
$16.7K Buy
1,394
+73
+6% +$872 ﹤0.01% 925
2023
Q4
$14.3K Sell
1,321
-20
-1% -$217 ﹤0.01% 907
2023
Q3
$13.2K Sell
1,341
-2,361
-64% -$23.3K ﹤0.01% 876
2023
Q2
$36.9K Sell
3,702
-555
-13% -$5.54K 0.01% 666
2023
Q1
$41K Buy
4,257
+107
+3% +$1.03K 0.01% 639
2022
Q4
$46.2K Buy
4,150
+467
+13% +$5.2K 0.01% 601
2022
Q3
$31K Buy
3,683
+2,337
+174% +$19.7K 0.01% 662
2022
Q2
$14K Sell
1,346
-772
-36% -$8.03K ﹤0.01% 780
2022
Q1
$23K Buy
2,118
+658
+45% +$7.15K ﹤0.01% 763
2021
Q4
$20K Buy
+1,460
New +$20K ﹤0.01% 722