Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36K Sell
11,930
-3,824
-24% -$11.5K ﹤0.01% 4977
2025
Q1
$47.4K Sell
15,754
-228
-1% -$686 ﹤0.01% 4881
2024
Q4
$51.8K Buy
15,982
+76
+0.5% +$246 ﹤0.01% 4885
2024
Q3
$72.4K Buy
15,906
+2,592
+19% +$11.8K ﹤0.01% 4682
2024
Q2
$92K Buy
13,314
+9,468
+246% +$65.4K ﹤0.01% 4672
2024
Q1
$39.4K Sell
3,846
-179
-4% -$1.83K ﹤0.01% 4861
2023
Q4
$32.1K Sell
4,025
-2
-0% -$16 ﹤0.01% 4953
2023
Q3
$41.5K Hold
4,027
﹤0.01% 4966
2023
Q2
$26.3K Sell
4,027
-73,852
-95% -$482K ﹤0.01% 5082
2023
Q1
$1.23M Sell
77,879
-3,290
-4% -$51.8K ﹤0.01% 4182
2022
Q4
$1.08M Buy
81,169
+2,863
+4% +$38K ﹤0.01% 4306
2022
Q3
$2.82M Buy
78,306
+865
+1% +$31.2K ﹤0.01% 3937
2022
Q2
$4.28M Buy
77,441
+73,494
+1,862% +$4.06M ﹤0.01% 3814
2022
Q1
$354K Buy
3,947
+196
+5% +$17.6K ﹤0.01% 4875
2021
Q4
$354K Buy
+3,751
New +$354K ﹤0.01% 4904