Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.8K Sell
5,966
-1,763
-23% -$16.2K ﹤0.01% 1768
2025
Q1
$75K Buy
7,729
+2,442
+46% +$23.7K ﹤0.01% 1580
2024
Q4
$49.8K Sell
5,287
-699
-12% -$6.58K ﹤0.01% 1712
2024
Q3
$67.8K Sell
5,986
-9
-0.2% -$102 ﹤0.01% 1512
2024
Q2
$58.6K Sell
5,995
-863
-13% -$8.44K ﹤0.01% 1490
2024
Q1
$65.2K Buy
6,858
+954
+16% +$9.07K ﹤0.01% 1401
2023
Q4
$56.9K Buy
5,904
+1,002
+20% +$9.66K ﹤0.01% 1406
2023
Q3
$44.9K Buy
4,902
+47
+1% +$431 ﹤0.01% 1398
2023
Q2
$48.5K Buy
4,855
+255
+6% +$2.55K ﹤0.01% 1383
2023
Q1
$52.3K Hold
4,600
﹤0.01% 1339
2022
Q4
$54.8K Buy
4,600
+10
+0.2% +$119 ﹤0.01% 1259
2022
Q3
$57K Hold
4,590
﹤0.01% 1211
2022
Q2
$57K Buy
+4,590
New +$57K ﹤0.01% 1211
2021
Q4
$55K Sell
4,590
-25,516
-85% -$306K ﹤0.01% 1217
2021
Q3
$349K Sell
30,106
-336
-1% -$3.9K 0.01% 786
2021
Q2
$349K Sell
30,442
-2,608
-8% -$29.9K 0.01% 821
2021
Q1
$386K Buy
+33,050
New +$386K 0.01% 710