Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.6K Sell
52,866
-12,647
-19% -$15.9K ﹤0.01% 1186
2025
Q1
$56.3K Buy
65,513
+24,812
+61% +$21.3K ﹤0.01% 1114
2024
Q4
$55.4K Buy
40,701
+18,130
+80% +$24.7K ﹤0.01% 1202
2024
Q3
$26.6K Buy
22,571
+13,132
+139% +$15.5K ﹤0.01% 1130
2024
Q2
$13.9K Sell
9,439
-8,633
-48% -$12.7K ﹤0.01% 1248
2024
Q1
$36.1K Buy
18,072
+112
+0.6% +$224 ﹤0.01% 1022
2023
Q4
$33K Sell
17,960
-2,241
-11% -$4.12K ﹤0.01% 1150
2023
Q3
$31.7K Buy
20,201
+1,826
+10% +$2.87K ﹤0.01% 1185
2023
Q2
$38.6K Hold
18,375
﹤0.01% 1071
2023
Q1
$36.2K Sell
18,375
-1,604
-8% -$3.16K ﹤0.01% 1088
2022
Q4
$31.7K Sell
19,979
-3,466
-15% -$5.5K ﹤0.01% 1198
2022
Q3
$65K Sell
23,445
-7,167
-23% -$19.9K ﹤0.01% 1147
2022
Q2
$79K Buy
30,612
+22,707
+287% +$58.6K ﹤0.01% 1148
2022
Q1
$69K Buy
+7,905
New +$69K ﹤0.01% 1348
2021
Q4
Hold
0
2880
2021
Q3
Sell
-3,458
Closed -$81K 2756
2021
Q2
$81K Sell
3,458
-5,526
-62% -$129K ﹤0.01% 1400
2021
Q1
$229K Buy
+8,984
New +$229K ﹤0.01% 989