Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Buy
+5,556
New +$122K 0.01% 1203
2025
Q1
Sell
-109
Closed -$2.93K 1711
2024
Q4
$2.93K Sell
109
-20
-16% -$538 ﹤0.01% 1559
2024
Q3
$2.64K Sell
129
-159
-55% -$3.25K ﹤0.01% 1640
2024
Q2
$6.2K Sell
288
-446
-61% -$9.6K ﹤0.01% 1591
2024
Q1
$20K Sell
734
-630
-46% -$17.2K ﹤0.01% 1539
2023
Q4
$30K Sell
1,364
-75
-5% -$1.65K 0.01% 1503
2023
Q3
$27.2K Sell
1,439
-352
-20% -$6.66K 0.01% 1464
2023
Q2
$25.6K Buy
1,791
+372
+26% +$5.31K 0.01% 1386
2023
Q1
$16.3K Sell
1,419
-223
-14% -$2.56K 0.01% 1444
2022
Q4
$15.9K Buy
1,642
+76
+5% +$736 0.01% 1403
2022
Q3
$15K Buy
1,566
+871
+125% +$8.34K 0.01% 1392
2022
Q2
$9K Buy
+695
New +$9K 0.01% 1651