Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-655
Closed -$41.6K 461
2025
Q1
$41.6K Buy
655
+84
+15% +$5.33K 0.04% 252
2024
Q4
$43.2K Sell
571
-14
-2% -$1.06K 0.04% 244
2024
Q3
$51.7K Buy
+585
New +$51.7K 0.05% 232
2024
Q2
Sell
-602
Closed -$56.6K 655
2024
Q1
$56.6K Buy
+602
New +$56.6K 0.04% 226
2023
Q3
Sell
-293
Closed -$32.3K 701
2023
Q2
$32.3K Sell
293
-169
-37% -$18.7K 0.03% 265
2023
Q1
$56.7K Buy
462
+169
+58% +$20.7K 0.05% 195
2022
Q4
$34K Sell
293
-1,137
-80% -$132K 0.03% 264
2022
Q3
$119K Buy
+1,430
New +$119K 0.12% 122
2022
Q2
Sell
-898
Closed -$121K 813
2022
Q1
$121K Buy
+898
New +$121K 0.09% 136