Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.7K Buy
+107,781
New +$48.7K 0.01% 1114
2024
Q3
Sell
-15,105
Closed -$10.1K 2311
2024
Q2
$10.1K Buy
15,105
+4,875
+48% +$3.25K ﹤0.01% 1366
2024
Q1
$13.3K Sell
10,230
-39,175
-79% -$50.9K ﹤0.01% 1229
2023
Q4
$28.3K Sell
49,405
-24,468
-33% -$14K ﹤0.01% 1109
2023
Q3
$55.7K Buy
73,873
+8,042
+12% +$6.06K ﹤0.01% 928
2023
Q2
$48.1K Buy
+65,831
New +$48.1K ﹤0.01% 884
2023
Q1
Sell
-22,169
Closed -$21.3K 2018
2022
Q4
$21.3K Buy
22,169
+10,930
+97% +$10.5K ﹤0.01% 1057
2022
Q3
$25K Sell
11,239
-2,316
-17% -$5.15K ﹤0.01% 1061
2022
Q2
$47K Sell
13,555
-2,884
-18% -$10K ﹤0.01% 896
2022
Q1
$83K Buy
+16,439
New +$83K ﹤0.01% 832
2018
Q1
Sell
-1,288
Closed -$8K 1640
2017
Q4
$8K Buy
+1,288
New +$8K ﹤0.01% 980