Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,025
Closed -$9.58K 1527
2025
Q1
$9.58K Buy
13,025
+308
+2% +$227 ﹤0.01% 1440
2024
Q4
$28.4K Buy
12,717
+1,092
+9% +$2.44K ﹤0.01% 1428
2024
Q3
$36.7K Buy
11,625
+61
+0.5% +$193 ﹤0.01% 1361
2024
Q2
$48.5K Buy
11,564
+767
+7% +$3.21K ﹤0.01% 1283
2024
Q1
$70.2K Hold
10,797
﹤0.01% 1262
2023
Q4
$74.6K Buy
10,797
+363
+3% +$2.51K ﹤0.01% 1221
2023
Q3
$59.1K Buy
10,434
+180
+2% +$1.02K ﹤0.01% 1193
2023
Q2
$96.3K Sell
10,254
-10,716
-51% -$101K ﹤0.01% 1195
2023
Q1
$231K Buy
20,970
+941
+5% +$10.4K ﹤0.01% 1097
2022
Q4
$245K Buy
20,029
+2,651
+15% +$32.4K ﹤0.01% 1081
2022
Q3
$256K Buy
17,378
+1,138
+7% +$16.8K ﹤0.01% 1039
2022
Q2
$247K Buy
16,240
+494
+3% +$7.51K 0.01% 1053
2022
Q1
$305K Buy
15,746
+2,629
+20% +$50.9K 0.01% 1021
2021
Q4
$310K Buy
13,117
+1,129
+9% +$26.7K ﹤0.01% 1033
2021
Q3
$246K Buy
11,988
+401
+3% +$8.23K ﹤0.01% 1083
2021
Q2
$319K Buy
+11,587
New +$319K 0.01% 1058