Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.9K Buy
+18,451
New +$84.9K ﹤0.01% 2529
2024
Q4
Sell
-6,949
Closed -$17.1K 2996
2024
Q3
$17.1K Sell
6,949
-6,636
-49% -$16.4K ﹤0.01% 2482
2024
Q2
$34.9K Sell
13,585
-4,931
-27% -$12.7K ﹤0.01% 2395
2024
Q1
$63.1K Sell
18,516
-607
-3% -$2.07K ﹤0.01% 2302
2023
Q4
$81.3K Buy
19,123
+12,135
+174% +$51.6K ﹤0.01% 2305
2023
Q3
$15K Buy
+6,988
New +$15K ﹤0.01% 2400
2021
Q2
Sell
-5,401
Closed -$55K 2819
2021
Q1
$55K Buy
+5,401
New +$55K ﹤0.01% 2438
2020
Q4
Sell
-44,694
Closed -$163K 2697
2020
Q3
$163K Buy
+44,694
New +$163K ﹤0.01% 2008