Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.9K Buy
+33,092
New +$54.9K ﹤0.01% 2003
2024
Q4
Sell
-13,387
Closed -$38.6K 2269
2024
Q3
$38.6K Sell
13,387
-7,587
-36% -$21.9K ﹤0.01% 1730
2024
Q2
$58.9K Buy
+20,974
New +$58.9K 0.01% 1491
2024
Q1
Sell
-4,835
Closed -$20.2K 1826
2023
Q4
$20.2K Sell
4,835
-1,329
-22% -$5.56K ﹤0.01% 1358
2023
Q3
$24.2K Sell
6,164
-2,312
-27% -$9.07K ﹤0.01% 1354
2023
Q2
$46.8K Sell
8,476
-32,238
-79% -$178K 0.01% 1247
2023
Q1
$420K Buy
40,714
+13,448
+49% +$139K 0.09% 405
2022
Q4
$252K Buy
27,266
+21,684
+388% +$200K 0.05% 700
2022
Q3
$83K Buy
+5,582
New +$83K 0.02% 975
2022
Q2
Sell
-3,704
Closed -$108K 841
2022
Q1
$108K Buy
3,704
+2,760
+292% +$80.5K 0.05% 503
2021
Q4
$47K Sell
944
-857
-48% -$42.7K 0.03% 571
2021
Q3
$234K Buy
+1,801
New +$234K 0.08% 433