Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Buy
+7,904
New +$10K ﹤0.01% 2429
2024
Q2
Sell
-6,845
Closed -$5K 3055
2024
Q1
$5K Sell
6,845
-13,945
-67% -$10.2K ﹤0.01% 2713
2023
Q4
$24K Sell
20,790
-2,037
-9% -$2.35K ﹤0.01% 2567
2023
Q3
$27K Buy
22,827
+2,442
+12% +$2.89K ﹤0.01% 2512
2023
Q2
$31K Hold
20,385
﹤0.01% 2513
2023
Q1
$31K Sell
20,385
-4,561
-18% -$6.94K ﹤0.01% 2491
2022
Q4
$47K Hold
24,946
﹤0.01% 2438
2022
Q3
$57K Hold
24,946
﹤0.01% 2401
2022
Q2
$59K Buy
24,946
+1,003
+4% +$2.37K ﹤0.01% 2397
2022
Q1
$112K Sell
23,943
-1,748
-7% -$8.18K ﹤0.01% 2152
2021
Q4
$110K Buy
25,691
+47
+0.2% +$201 ﹤0.01% 2053
2021
Q3
$170K Sell
25,644
-1,770
-6% -$11.7K ﹤0.01% 2022
2021
Q2
$199K Buy
+27,414
New +$199K ﹤0.01% 2031