Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.8K Sell
1,270
-1,320
-51% -$50.7K ﹤0.01% 1846
2025
Q1
$100K Buy
2,590
+186
+8% +$7.21K ﹤0.01% 1438
2024
Q4
$81.3K Buy
2,404
+63
+3% +$2.13K ﹤0.01% 1462
2024
Q3
$95.7K Buy
2,341
+18
+0.8% +$736 ﹤0.01% 1344
2024
Q2
$89.4K Buy
2,323
+303
+15% +$11.7K ﹤0.01% 1285
2024
Q1
$86.6K Sell
2,020
-498
-20% -$21.3K ﹤0.01% 1278
2023
Q4
$93.3K Buy
2,518
+672
+36% +$24.9K ﹤0.01% 1160
2023
Q3
$66.9K Sell
1,846
-1,665
-47% -$60.4K ﹤0.01% 1217
2023
Q2
$125K Sell
3,511
-31
-0.9% -$1.11K 0.01% 971
2023
Q1
$126K Buy
3,542
+125
+4% +$4.45K 0.01% 946
2022
Q4
$120K Buy
+3,417
New +$120K 0.01% 936
2021
Q4
$134K Sell
2,425
-6,982
-74% -$386K 0.01% 854
2021
Q3
$449K Sell
9,407
-2,896
-24% -$138K 0.01% 683
2021
Q2
$612K Sell
12,303
-395
-3% -$19.6K 0.02% 599
2021
Q1
$566K Buy
+12,698
New +$566K 0.02% 566