Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.6K Buy
+836
New +$83.6K 0.01% 1366
2024
Q1
Sell
-1,831
Closed -$166K 1773
2023
Q4
$166K Buy
+1,831
New +$166K 0.03% 683
2023
Q3
Sell
-1,157
Closed -$80.2K 1750
2023
Q2
$80.2K Buy
+1,157
New +$80.2K 0.02% 949
2022
Q3
Sell
-51
Closed -$5K 1813
2022
Q2
$5K Sell
51
-45
-47% -$4.41K ﹤0.01% 1723
2022
Q1
$14K Buy
96
+30
+45% +$4.38K 0.01% 1552
2021
Q4
$15K Sell
66
-8
-11% -$1.82K 0.01% 1592
2021
Q3
$18K Buy
74
+51
+222% +$12.4K 0.01% 955
2021
Q2
$6K Sell
23
-13
-36% -$3.39K ﹤0.01% 1059
2021
Q1
$8K Buy
+36
New +$8K 0.01% 410