Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.2K Sell
900
-1,458
-62% -$63.5K ﹤0.01% 1616
2025
Q1
$111K Buy
+2,358
New +$111K 0.01% 1124
2024
Q2
Sell
-729
Closed -$42.2K 1862
2024
Q1
$42.2K Buy
729
+32
+5% +$1.85K 0.01% 1373
2023
Q4
$38.9K Sell
697
-1,208
-63% -$67.5K 0.01% 1423
2023
Q3
$104K Buy
+1,905
New +$104K 0.02% 834
2023
Q1
Sell
-2,891
Closed -$176K 1763
2022
Q4
$176K Buy
2,891
+2,095
+263% +$127K 0.06% 429
2022
Q3
$45K Buy
+796
New +$45K 0.02% 1043
2022
Q2
Sell
-580
Closed -$36K 2116
2022
Q1
$36K Sell
580
-554
-49% -$34.4K 0.02% 1232
2021
Q4
$66K Buy
+1,134
New +$66K 0.03% 946