Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
3,238
-638
-16% -$42.9K ﹤0.01% 477
2025
Q1
$302K Buy
3,876
+1,026
+36% +$79.9K 0.01% 411
2024
Q4
$233K Hold
2,850
﹤0.01% 448
2024
Q3
$221K Sell
2,850
-174
-6% -$13.5K ﹤0.01% 453
2024
Q2
$222K Sell
3,024
-239
-7% -$17.5K ﹤0.01% 441
2024
Q1
$284K Sell
3,263
-3,211
-50% -$280K 0.01% 405
2023
Q4
$497K Buy
6,474
+3,550
+121% +$272K 0.01% 338
2023
Q3
$207K Sell
2,924
-50
-2% -$3.54K 0.01% 433
2023
Q2
$249K Sell
2,974
-16,520
-85% -$1.38M 0.01% 415
2023
Q1
$1.25M Buy
19,494
+90
+0.5% +$5.79K 0.04% 209
2022
Q4
$1.18M Sell
19,404
-751
-4% -$45.7K 0.04% 204
2022
Q3
$1.33M Buy
20,155
+14,800
+276% +$977K 0.05% 172
2022
Q2
$485K Sell
5,355
-596
-10% -$54K 0.02% 283
2022
Q1
$574K Buy
5,951
+1,046
+21% +$101K 0.02% 274
2021
Q4
$639K Buy
+4,905
New +$639K 0.02% 253