Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Hold
434
﹤0.01% 604
2025
Q1
$14.3K Sell
434
-128
-23% -$4.21K ﹤0.01% 530
2024
Q4
$20.5K Sell
562
-20
-3% -$729 ﹤0.01% 520
2024
Q3
$19.6K Sell
582
-142
-20% -$4.79K ﹤0.01% 479
2024
Q2
$27.7K Sell
724
-6,236
-90% -$238K ﹤0.01% 430
2024
Q1
$316K Sell
6,960
-188
-3% -$8.53K 0.02% 236
2023
Q4
$247K Sell
7,148
-354
-5% -$12.2K 0.01% 248
2023
Q3
$232K Sell
7,502
-27,174
-78% -$840K 0.01% 238
2023
Q2
$1.12M Buy
+34,676
New +$1.12M 0.06% 142
2022
Q4
$784 Sell
40,559
-6,126
-13% -$118 ﹤0.01% 357
2022
Q3
$1.07M Hold
46,685
0.07% 127
2022
Q2
$1.07M Sell
46,685
-1,609
-3% -$37K 0.07% 127
2022
Q1
$1.23M Sell
48,294
-4,459
-8% -$113K 0.07% 125
2021
Q4
$1.62M Sell
52,753
-7,005
-12% -$215K 0.09% 112
2021
Q3
$2.01M Sell
59,758
-3,018
-5% -$101K 0.12% 99
2021
Q2
$2.05M Sell
62,776
-14,979
-19% -$488K 0.13% 99
2021
Q1
$2.35M Sell
77,755
-4,162
-5% -$126K 0.16% 86
2020
Q4
$2.74M Buy
+81,917
New +$2.74M 0.2% 80