Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.6K Buy
+685
New +$88.6K 0.01% 1349
2025
Q1
Sell
-530
Closed -$61.5K 1870
2024
Q4
$61.5K Buy
530
+64
+14% +$7.43K 0.01% 1337
2024
Q3
$62.9K Buy
+466
New +$62.9K 0.01% 1339
2023
Q2
Sell
-2,625
Closed -$275K 1799
2023
Q1
$275K Buy
2,625
+1,651
+170% +$173K 0.09% 187
2022
Q4
$108K Sell
974
-56
-5% -$6.19K 0.04% 697
2022
Q3
$90K Buy
+1,030
New +$90K 0.04% 669