Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08K Sell
90
-200
-69% -$6.85K ﹤0.01% 443
2025
Q1
$10.7K Sell
290
-570
-66% -$21.1K ﹤0.01% 397
2024
Q4
$33.3K Sell
860
-690
-45% -$26.7K 0.01% 317
2024
Q3
$54.4K Sell
1,550
-885
-36% -$31K 0.01% 292
2024
Q2
$90K Sell
2,435
-113
-4% -$4.18K 0.02% 260
2024
Q1
$100K Sell
2,548
-917
-26% -$36.1K 0.03% 254
2023
Q4
$164K Sell
3,465
-315
-8% -$14.9K 0.05% 208
2023
Q3
$157K Sell
3,780
-544
-13% -$22.6K 0.05% 208
2023
Q2
$157K Sell
4,324
-1,255
-22% -$45.7K 0.05% 207
2023
Q1
$171K Sell
5,579
-31,620
-85% -$971K 0.05% 197
2022
Q4
$1.02M Buy
37,199
+10,465
+39% +$286K 0.31% 88
2022
Q3
$907K Sell
26,734
-193
-0.7% -$6.55K 0.28% 88
2022
Q2
$748K Buy
26,927
+160
+0.6% +$4.45K 0.22% 109
2022
Q1
$913K Buy
26,767
+803
+3% +$27.4K 0.22% 111
2021
Q4
$941K Buy
25,964
+816
+3% +$29.6K 0.23% 110
2021
Q3
$1.01M Hold
25,148
0.27% 100
2021
Q2
$1.01M Buy
+25,148
New +$1.01M 0.27% 100