Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.4K Sell
27,138
-633
-2% -$1.53K 0.01% 538
2025
Q1
$64.7K Buy
+27,771
New +$64.7K 0.01% 511
2024
Q4
Sell
-38,670
Closed -$94.4K 492
2024
Q3
$94.4K Buy
38,670
+25,792
+200% +$62.9K 0.01% 515
2024
Q2
$26.4K Sell
12,878
-194
-1% -$398 ﹤0.01% 508
2024
Q1
$32.4K Sell
13,072
-18,037
-58% -$44.7K ﹤0.01% 513
2023
Q4
$87.1K Buy
31,109
+1,954
+7% +$5.47K 0.01% 501
2023
Q3
$75.2K Sell
29,155
-3,095
-10% -$7.99K 0.01% 479
2023
Q2
$103K Sell
32,250
-1,090
-3% -$3.47K 0.02% 498
2023
Q1
$94K Buy
33,340
+6,507
+24% +$18.4K 0.02% 490
2022
Q4
$73K Buy
26,833
+3,212
+14% +$8.74K 0.01% 478
2022
Q3
$67K Buy
+23,621
New +$67K 0.01% 442
2020
Q2
Sell
-37,524
Closed -$86K 302
2020
Q1
$86K Sell
37,524
-10,824
-22% -$24.8K 0.05% 228
2019
Q4
$225K Buy
+48,348
New +$225K 0.16% 73