Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
5,694
-49
-0.9% -$34 ﹤0.01% 1768
2025
Q1
$4K Sell
5,743
-529
-8% -$368 ﹤0.01% 1750
2024
Q4
$7K Buy
6,272
+1,664
+36% +$1.86K ﹤0.01% 1660
2024
Q3
$6K Sell
4,608
-376
-8% -$490 ﹤0.01% 1708
2024
Q2
$7K Hold
4,984
﹤0.01% 1710
2024
Q1
$11K Sell
4,984
-1,280
-20% -$2.83K 0.01% 1510
2023
Q4
$22K Sell
6,264
-165
-3% -$580 0.02% 1161
2023
Q3
$20K Buy
6,429
+113
+2% +$352 0.02% 1113
2023
Q2
$26K Sell
6,316
-374
-6% -$1.54K 0.02% 1027
2023
Q1
$34K Sell
6,690
-1,150
-15% -$5.85K 0.03% 854
2022
Q4
$39K Buy
7,840
+2,140
+38% +$10.6K 0.03% 819
2022
Q3
$28K Buy
5,700
+466
+9% +$2.29K 0.02% 911
2022
Q2
$29K Sell
5,234
-1,310
-20% -$7.26K 0.02% 890
2022
Q1
$56K Sell
6,544
-1,477
-18% -$12.6K 0.04% 767
2021
Q4
$83K Buy
+8,021
New +$83K 0.12% 251