Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Sell
2,281
-368
-14% -$3.87K ﹤0.01% 2156
2025
Q1
$32.9K Sell
2,649
-381
-13% -$4.73K ﹤0.01% 1960
2024
Q4
$39K Sell
3,030
-176
-5% -$2.27K ﹤0.01% 1833
2024
Q3
$64.3K Sell
3,206
-118
-4% -$2.37K ﹤0.01% 1545
2024
Q2
$58.4K Buy
3,324
+332
+11% +$5.83K ﹤0.01% 1492
2024
Q1
$53.6K Sell
2,992
-482
-14% -$8.64K ﹤0.01% 1492
2023
Q4
$66.9K Sell
3,474
-349
-9% -$6.72K ﹤0.01% 1314
2023
Q3
$58.1K Sell
3,823
-147
-4% -$2.23K ﹤0.01% 1283
2023
Q2
$82.3K Hold
3,970
﹤0.01% 1137
2023
Q1
$95.6K Buy
3,970
+457
+13% +$11K 0.01% 1062
2022
Q4
$101K Buy
3,513
+527
+18% +$15.2K 0.01% 1005
2022
Q3
$63K Hold
2,986
﹤0.01% 1170
2022
Q2
$63K Buy
+2,986
New +$63K ﹤0.01% 1170
2021
Q4
$40K Sell
1,664
-959
-37% -$23.1K ﹤0.01% 1357
2021
Q3
$60K Sell
2,623
-838
-24% -$19.2K ﹤0.01% 1656
2021
Q2
$90K Buy
3,461
+447
+15% +$11.6K ﹤0.01% 1454
2021
Q1
$81K Buy
+3,014
New +$81K ﹤0.01% 1409