Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.2K Buy
+1,022
New +$58.2K 0.01% 1503
2025
Q1
Sell
-3,002
Closed -$210K 1811
2024
Q4
$210K Sell
3,002
-1,706
-36% -$119K 0.03% 801
2024
Q3
$327K Buy
4,708
+2,285
+94% +$159K 0.05% 376
2024
Q2
$143K Sell
2,423
-919
-27% -$54.1K 0.02% 808
2024
Q1
$163K Sell
3,342
-502
-13% -$24.4K 0.03% 730
2023
Q4
$134K Buy
3,844
+529
+16% +$18.4K 0.02% 798
2023
Q3
$93.5K Sell
3,315
-3,784
-53% -$107K 0.02% 903
2023
Q2
$232K Sell
7,099
-1,372
-16% -$44.8K 0.07% 292
2023
Q1
$212K Buy
8,471
+2,587
+44% +$64.8K 0.07% 300
2022
Q4
$111K Sell
5,884
-1,767
-23% -$33.3K 0.04% 677
2022
Q3
$156K Buy
7,651
+4,985
+187% +$102K 0.08% 330
2022
Q2
$46K Buy
2,666
+856
+47% +$14.8K 0.03% 986
2022
Q1
$40K Sell
1,810
-440
-20% -$9.72K 0.02% 1177
2021
Q4
$68K Buy
+2,250
New +$68K 0.03% 923