Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,449
Closed -$56K 1756
2025
Q1
$56K Buy
13,449
+1,625
+14% +$6.77K ﹤0.01% 998
2024
Q4
$54K Buy
+11,824
New +$54K ﹤0.01% 1149
2024
Q1
Sell
-102
Closed -$33K 1740
2023
Q4
$33K Buy
+102
New +$33K ﹤0.01% 1238
2023
Q2
Sell
-53
Closed -$129K 1767
2023
Q1
$129K Sell
53
-27
-34% -$65.7K 0.01% 892
2022
Q4
$188K Sell
80
-73
-48% -$172K 0.02% 726
2022
Q3
$348K Buy
153
+1
+0.7% +$2.28K 0.03% 568
2022
Q2
$343K Buy
+152
New +$343K 0.03% 526