Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.9K Sell
472
-250
-35% -$38.1K 0.02% 259
2025
Q1
$106K Sell
722
-45
-6% -$6.61K 0.03% 232
2024
Q4
$99K Hold
767
0.03% 244
2024
Q3
$105K Hold
767
0.03% 244
2024
Q2
$78.4K Sell
767
-204
-21% -$20.8K 0.02% 277
2024
Q1
$86.1K Sell
971
-316
-25% -$28K 0.02% 269
2023
Q4
$118K Sell
1,287
-90
-7% -$8.23K 0.03% 242
2023
Q3
$108K Sell
1,377
-638
-32% -$49.9K 0.03% 243
2023
Q2
$169K Sell
2,015
-2,757
-58% -$231K 0.05% 202
2023
Q1
$419K Sell
4,772
-15,297
-76% -$1.34M 0.13% 144
2022
Q4
$2.01M Sell
20,069
-677
-3% -$67.9K 0.61% 51
2022
Q3
$1.92M Sell
20,746
-623
-3% -$57.6K 0.6% 47
2022
Q2
$2.31M Sell
21,369
-1,448
-6% -$157K 0.67% 42
2022
Q1
$2.84M Sell
22,817
-720
-3% -$89.6K 0.69% 42
2021
Q4
$3.5M Sell
23,537
-1,366
-5% -$203K 0.85% 37
2021
Q3
$4.14M Hold
24,903
1.11% 23
2021
Q2
$4.14M Buy
+24,903
New +$4.14M 1.11% 23