Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,552
Closed -$76.7K 2152
2025
Q1
$76.7K Buy
11,552
+816
+8% +$5.42K 0.01% 1297
2024
Q4
$54.9K Buy
10,736
+3,319
+45% +$17K 0.01% 1385
2024
Q3
$45.7K Buy
+7,417
New +$45.7K 0.01% 1490
2024
Q1
Sell
-22,201
Closed -$154K 1858
2023
Q4
$154K Buy
+22,201
New +$154K 0.03% 733
2023
Q2
Sell
-29,641
Closed -$209K 1802
2023
Q1
$209K Sell
29,641
-3,571
-11% -$25.2K 0.07% 308
2022
Q4
$237K Buy
33,212
+20,859
+169% +$149K 0.08% 221
2022
Q3
$76K Sell
12,353
-216
-2% -$1.33K 0.04% 806
2022
Q2
$89K Buy
+12,569
New +$89K 0.06% 575