Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,072
Closed -$12.7K 1141
2025
Q1
$12.7K Buy
+1,072
New +$12.7K ﹤0.01% 838
2023
Q3
Sell
-12,235
Closed -$117K 908
2023
Q2
$117K Sell
12,235
-338
-3% -$3.24K ﹤0.01% 866
2023
Q1
$117K Buy
12,573
+226
+2% +$2.1K ﹤0.01% 929
2022
Q4
$136K Buy
12,347
+155
+1% +$1.71K ﹤0.01% 943
2022
Q3
$161K Buy
+12,192
New +$161K ﹤0.01% 883