Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43K Hold
12,007
﹤0.01% 689
2025
Q1
$4.89K Sell
12,007
-906
-7% -$369 ﹤0.01% 643
2024
Q4
$8.55K Sell
12,913
-4,959
-28% -$3.28K ﹤0.01% 566
2024
Q3
$15.2K Sell
17,872
-11,304
-39% -$9.6K ﹤0.01% 510
2024
Q2
$19.5K Sell
29,176
-4,038
-12% -$2.7K ﹤0.01% 493
2024
Q1
$43.2K Sell
33,214
-57
-0.2% -$74 0.01% 457
2023
Q4
$19.1K Hold
33,271
﹤0.01% 452
2023
Q3
$25.1K Hold
33,271
﹤0.01% 429
2023
Q2
$24.3K Hold
33,271
﹤0.01% 424
2023
Q1
$25.2K Sell
33,271
-415
-1% -$314 ﹤0.01% 439
2022
Q4
$32.4K Buy
33,686
+3,195
+10% +$3.07K ﹤0.01% 441
2022
Q3
$66K Sell
30,491
-4,662
-13% -$10.1K 0.01% 431
2022
Q2
$123K Sell
35,153
-179
-0.5% -$626 0.02% 428
2022
Q1
$178K Buy
35,332
+5,255
+17% +$26.5K 0.02% 458
2021
Q4
$189K Sell
30,077
-1,546
-5% -$9.72K 0.03% 452
2021
Q3
$251K Hold
31,623
0.04% 394
2021
Q2
$237K Buy
31,623
+4,004
+14% +$30K 0.04% 395
2021
Q1
$167K Buy
+27,619
New +$167K 0.03% 423