Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.5K Buy
+273
New +$33.5K ﹤0.01% 1645
2024
Q4
Sell
-172
Closed -$20.4K 1677
2024
Q3
$20.4K Sell
172
-830
-83% -$98.4K ﹤0.01% 1592
2024
Q2
$138K Buy
1,002
+617
+160% +$85.1K 0.02% 827
2024
Q1
$43.9K Sell
385
-830
-68% -$94.7K 0.01% 1351
2023
Q4
$92.9K Sell
1,215
-4,695
-79% -$359K 0.02% 1030
2023
Q3
$407K Buy
+5,910
New +$407K 0.09% 125
2022
Q3
Sell
-659
Closed -$30K 1619
2022
Q2
$30K Sell
659
-3,009
-82% -$137K 0.02% 1255
2022
Q1
$184K Buy
3,668
+2,890
+371% +$145K 0.09% 231
2021
Q4
$44K Sell
778
-542
-41% -$30.7K 0.02% 1166
2021
Q3
$70K Sell
1,320
-797
-38% -$42.3K 0.05% 615
2021
Q2
$107K Buy
+2,117
New +$107K 0.07% 420