Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-619
Closed -$1.67K 9031
2025
Q1
$1.67K Buy
+619
New +$1.67K ﹤0.01% 8148
2024
Q4
Sell
-979
Closed -$3.01K 8768
2024
Q3
$3.01K Buy
979
+123
+14% +$378 ﹤0.01% 7115
2024
Q2
$2.55K Buy
+856
New +$2.55K ﹤0.01% 7173
2024
Q1
Sell
-8
Closed -$28 8245
2023
Q4
$28 Sell
8
-169
-95% -$592 ﹤0.01% 7833
2023
Q3
$674 Buy
177
+157
+785% +$598 ﹤0.01% 7193
2023
Q2
$84 Buy
+20
New +$84 ﹤0.01% 7449
2023
Q1
Sell
-2,753
Closed -$8.93K 8608
2022
Q4
$8.93K Sell
2,753
-3,452
-56% -$11.2K ﹤0.01% 7515
2022
Q3
$30K Buy
6,205
+2,784
+81% +$13.5K ﹤0.01% 5793
2022
Q2
$17K Buy
3,421
+354
+12% +$1.76K ﹤0.01% 6055
2022
Q1
$19K Buy
3,067
+646
+27% +$4K ﹤0.01% 6462
2021
Q4
$21K Buy
2,421
+1,622
+203% +$14.1K ﹤0.01% 6660
2021
Q3
$4K Buy
+799
New +$4K ﹤0.01% 7488