Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.4K Sell
892
-60
-6% -$4.47K 0.01% 306
2025
Q1
$64.5K Hold
952
0.01% 288
2024
Q4
$59K Hold
952
0.01% 304
2024
Q3
$62K Buy
952
+602
+172% +$39.2K 0.01% 308
2024
Q2
$18.8K Sell
350
-1,432
-80% -$76.9K ﹤0.01% 435
2024
Q1
$94.1K Buy
1,782
+631
+55% +$33.3K 0.02% 278
2023
Q4
$50.2K Sell
1,151
-1,370
-54% -$59.8K 0.01% 357
2023
Q3
$111K Sell
2,521
-194
-7% -$8.55K 0.02% 270
2023
Q2
$121K Buy
2,715
+637
+31% +$28.5K 0.03% 248
2023
Q1
$92.2K Sell
2,078
-637
-23% -$28.3K 0.03% 261
2022
Q4
$113K Buy
+2,715
New +$113K 0.03% 230
2022
Q3
Sell
-3,105
Closed -$129K 413
2022
Q2
$129K Sell
3,105
-134
-4% -$5.57K 0.04% 226
2022
Q1
$185K Hold
3,239
0.05% 189
2021
Q4
$215K Buy
3,239
+403
+14% +$26.8K 0.05% 175
2021
Q3
$198K Sell
2,836
-402
-12% -$28.1K 0.08% 90
2021
Q2
$227K Sell
3,238
-460
-12% -$32.2K 0.07% 124
2021
Q1
$226K Sell
3,698
-490
-12% -$29.9K 0.08% 115
2020
Q4
$210K Buy
+4,188
New +$210K 0.16% 72