Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.2K Buy
46,373
+31,973
+222% +$13.3K ﹤0.01% 917
2025
Q1
$9.47K Sell
14,400
-23
-0.2% -$15 ﹤0.01% 698
2024
Q4
$19.2K Sell
14,423
-3,471
-19% -$4.62K ﹤0.01% 676
2024
Q3
$31.5K Hold
17,894
﹤0.01% 574
2024
Q2
$29.7K Sell
17,894
-24
-0.1% -$40 ﹤0.01% 623
2024
Q1
$44.3K Sell
17,918
-200
-1% -$494 ﹤0.01% 616
2023
Q4
$41.7K Buy
18,118
+3,550
+24% +$8.17K ﹤0.01% 567
2023
Q3
$34.8K Buy
14,568
+90
+0.6% +$215 ﹤0.01% 535
2023
Q2
$22.6K Sell
14,478
-43,960
-75% -$68.6K ﹤0.01% 542
2023
Q1
$148K Hold
58,438
0.01% 491
2022
Q4
$157K Sell
58,438
-14,240
-20% -$38.3K 0.01% 447
2022
Q3
$200K Sell
72,678
-20
-0% -$55 0.01% 425
2022
Q2
$227K Buy
72,698
+7,927
+12% +$24.8K 0.01% 398
2022
Q1
$503K Buy
64,771
+1,241
+2% +$9.64K 0.02% 276
2021
Q4
$447K Sell
63,530
-599
-0.9% -$4.22K 0.02% 298
2021
Q3
$724K Sell
64,129
-1,378
-2% -$15.6K 0.04% 205
2021
Q2
$1.18M Buy
65,507
+12,759
+24% +$231K 0.06% 136
2021
Q1
$1.2M Buy
+52,748
New +$1.2M 0.07% 126