Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33K Sell
97
-369
-79% -$5.07K ﹤0.01% 1065
2025
Q1
$5.8K Hold
466
﹤0.01% 1026
2024
Q4
$6.45K Buy
466
+77
+20% +$1.07K ﹤0.01% 1016
2024
Q3
$4.19K Sell
389
-25,641
-99% -$276K ﹤0.01% 1084
2024
Q2
$349K Sell
26,030
-907
-3% -$12.2K 0.01% 666
2024
Q1
$299K Buy
26,937
+3,411
+14% +$37.8K 0.01% 645
2023
Q4
$552K Sell
23,526
-1,969
-8% -$46.2K 0.01% 543
2023
Q3
$414K Sell
25,495
-467
-2% -$7.58K 0.01% 558
2023
Q2
$433K Sell
25,962
-244
-0.9% -$4.07K 0.01% 570
2023
Q1
$406K Buy
26,206
+154
+0.6% +$2.38K 0.01% 592
2022
Q4
$480K Sell
26,052
-16,804
-39% -$310K 0.01% 683
2022
Q3
$1.41M Buy
42,856
+343
+0.8% +$11.3K 0.03% 429
2022
Q2
$1.1M Buy
42,513
+4,202
+11% +$108K 0.02% 503
2022
Q1
$1.92M Sell
38,311
-32,698
-46% -$1.64M 0.03% 423
2021
Q4
$7.36M Buy
+71,009
New +$7.36M 0.11% 183