Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,341
Closed -$56.6K 1675
2025
Q1
$56.6K Buy
+12,341
New +$56.6K 0.01% 987
2024
Q3
Sell
-11,018
Closed -$58.7K 1806
2024
Q2
$58.7K Buy
+11,018
New +$58.7K ﹤0.01% 1126
2024
Q1
Sell
-10,491
Closed -$72.9K 1658
2023
Q4
$72.9K Sell
10,491
-7,449
-42% -$51.8K ﹤0.01% 994
2023
Q3
$106K Sell
17,940
-9,390
-34% -$55.4K ﹤0.01% 869
2023
Q2
$226K Buy
27,330
+7,214
+36% +$59.7K ﹤0.01% 695
2023
Q1
$125K Buy
+20,116
New +$125K ﹤0.01% 890
2022
Q4
Sell
-12,479
Closed -$103K 1562
2022
Q3
$103K Buy
+12,479
New +$103K ﹤0.01% 899
2022
Q2
Hold
0
1411