Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,940
Closed -$35.9K 1762
2025
Q1
$35.9K Buy
+30,940
New +$35.9K ﹤0.01% 1139
2024
Q3
Sell
-582,488
Closed -$325K 1500
2024
Q2
$325K Buy
+582,488
New +$325K 0.02% 1008
2024
Q1
Sell
-126,584
Closed -$147K 1510
2023
Q4
$147K Buy
+126,584
New +$147K 0.01% 1056
2023
Q3
Sell
-40,340
Closed -$61.3K 1234
2023
Q2
$61.3K Sell
40,340
-14,138
-26% -$21.5K 0.01% 1184
2023
Q1
$83.9K Buy
54,478
+36,191
+198% +$55.7K 0.01% 1072
2022
Q4
$34.7K Sell
18,287
-32,607
-64% -$62K 0.01% 929
2022
Q3
$116K Buy
+50,894
New +$116K 0.01% 875
2022
Q2
Sell
-27,807
Closed -$130K 972
2022
Q1
$130K Buy
+27,807
New +$130K 0.03% 655