Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.4K Sell
11,242
-1,418
-11% -$5.73K ﹤0.01% 1042
2025
Q1
$66.6K Hold
12,660
﹤0.01% 846
2024
Q4
$81K Hold
12,660
﹤0.01% 861
2024
Q3
$63.9K Sell
12,660
-2,678
-17% -$13.5K ﹤0.01% 859
2024
Q2
$57.2K Sell
15,338
-582
-4% -$2.17K ﹤0.01% 861
2024
Q1
$65.1K Sell
15,920
-1,783
-10% -$7.29K ﹤0.01% 845
2023
Q4
$69.4K Sell
17,703
-4,313
-20% -$16.9K ﹤0.01% 834
2023
Q3
$77.9K Sell
22,016
-2,068
-9% -$7.32K ﹤0.01% 834
2023
Q2
$99.2K Sell
24,084
-356
-1% -$1.47K ﹤0.01% 836
2023
Q1
$93.6K Sell
24,440
-1,056
-4% -$4.04K ﹤0.01% 865
2022
Q4
$87.5K Sell
25,496
-1,162
-4% -$3.99K ﹤0.01% 871
2022
Q3
$107K Sell
26,658
-2,947
-10% -$11.8K ﹤0.01% 866
2022
Q2
$178K Sell
29,605
-1,298
-4% -$7.8K ﹤0.01% 853
2022
Q1
$367K Sell
30,903
-430
-1% -$5.11K ﹤0.01% 767
2021
Q4
$563K Sell
31,333
-54,370
-63% -$977K ﹤0.01% 719
2021
Q3
$2.52M Sell
85,703
-26,953
-24% -$792K 0.02% 468
2021
Q2
$5.52M Buy
+112,656
New +$5.52M 0.05% 347