Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,914
Closed -$12.7K 9201
2025
Q1
$12.7K Sell
6,914
-2,259
-25% -$4.13K ﹤0.01% 7174
2024
Q4
$49.5K Buy
+9,173
New +$49.5K ﹤0.01% 6078
2024
Q1
Sell
-1,357
Closed -$15.9K 8452
2023
Q4
$15.9K Buy
+1,357
New +$15.9K ﹤0.01% 6034
2023
Q1
Sell
-693
Closed -$13.5K 8805
2022
Q4
$13.5K Buy
693
+112
+19% +$2.18K ﹤0.01% 6971
2022
Q3
$24K Buy
581
+421
+263% +$17.4K ﹤0.01% 6062
2022
Q2
$6K Sell
160
-213
-57% -$7.99K ﹤0.01% 7656
2022
Q1
$15K Buy
+373
New +$15K ﹤0.01% 6786
2021
Q4
Sell
-287
Closed -$15K 9285
2021
Q3
$15K Buy
287
+132
+85% +$6.9K ﹤0.01% 6366
2021
Q2
$12K Buy
+155
New +$12K ﹤0.01% 6790