Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53
Closed -$16.8K 244
2025
Q1
$16.8K Sell
53
-2
-4% -$633 0.02% 501
2024
Q4
$18.6K Hold
55
0.02% 499
2024
Q3
$17.5K Buy
55
+2
+4% +$637 0.02% 539
2024
Q2
$17K Hold
53
0.02% 506
2024
Q1
$18.4K Buy
+53
New +$18.4K 0.01% 518
2023
Q4
Sell
-53
Closed -$15.8K 128
2023
Q3
$15.8K Hold
53
0.01% 503
2023
Q2
$17.5K Hold
53
0.02% 423
2023
Q1
$17.6K Buy
+53
New +$17.6K 0.02% 392
2022
Q4
Sell
-217
Closed -$48K 707
2022
Q3
$48K Buy
217
+165
+317% +$36.5K 0.05% 211
2022
Q2
$12K Sell
52
-19
-27% -$4.39K 0.01% 612
2022
Q1
$23K Buy
+71
New +$23K 0.02% 417