Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-84
Closed -$47.5K 448
2025
Q1
$47.5K Sell
84
-2
-2% -$1.13K 0.05% 230
2024
Q4
$51.6K Hold
86
0.05% 222
2024
Q3
$50.1K Sell
86
-47
-35% -$27.4K 0.04% 237
2024
Q2
$64.1K Hold
133
0.06% 196
2024
Q1
$74.5K Buy
+133
New +$74.5K 0.06% 196
2023
Q4
Sell
-133
Closed -$68.2K 439
2023
Q3
$68.2K Hold
133
0.06% 195
2023
Q2
$62.4K Hold
133
0.06% 184
2023
Q1
$74.4K Hold
133
0.07% 163
2022
Q4
$62K Buy
133
+102
+329% +$47.5K 0.06% 185
2022
Q3
$13K Buy
+31
New +$13K 0.01% 523
2022
Q2
Sell
-49
Closed -$25K 808
2022
Q1
$25K Buy
+49
New +$25K 0.02% 390