Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-60
Closed -$9.62K 640
2025
Q1
$9.62K Buy
60
+23
+62% +$3.69K ﹤0.01% 472
2024
Q4
$6.44K Buy
+37
New +$6.44K ﹤0.01% 540
2023
Q4
Sell
-19
Closed -$3.81K 670
2023
Q3
$3.81K Sell
19
-5
-21% -$1K ﹤0.01% 585
2023
Q2
$4.4K Sell
24
-35
-59% -$6.42K ﹤0.01% 563
2023
Q1
$11.5K Sell
59
-5
-8% -$974 ﹤0.01% 483
2022
Q4
$11.4K Buy
64
+2
+3% +$357 ﹤0.01% 482
2022
Q3
$10K Buy
62
+7
+13% +$1.13K ﹤0.01% 601
2022
Q2
$9K Buy
55
+1
+2% +$164 ﹤0.01% 640
2022
Q1
$10K Sell
54
-193
-78% -$35.7K ﹤0.01% 702
2021
Q4
$51K Buy
+247
New +$51K ﹤0.01% 470