Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.9K Sell
2,981
-198
-6% -$4.84K ﹤0.01% 1641
2025
Q1
$88K Sell
3,179
-57
-2% -$1.58K ﹤0.01% 1501
2024
Q4
$106K Buy
3,236
+487
+18% +$15.9K ﹤0.01% 1332
2024
Q3
$98.6K Sell
2,749
-181
-6% -$6.49K ﹤0.01% 1324
2024
Q2
$103K Buy
2,930
+228
+8% +$7.99K ﹤0.01% 1226
2024
Q1
$81.7K Sell
2,702
-125
-4% -$3.78K ﹤0.01% 1301
2023
Q4
$85.1K Sell
2,827
-24
-0.8% -$722 ﹤0.01% 1200
2023
Q3
$73.3K Sell
2,851
-182
-6% -$4.68K ﹤0.01% 1170
2023
Q2
$93.1K Sell
3,033
-113
-4% -$3.47K ﹤0.01% 1089
2023
Q1
$92.3K Sell
3,146
-22
-0.7% -$646 0.01% 1083
2022
Q4
$85.1K Sell
3,168
-666
-17% -$17.9K 0.01% 1085
2022
Q3
$126K Hold
3,834
0.01% 876
2022
Q2
$126K Buy
+3,834
New +$126K 0.01% 876
2021
Q4
$171K Sell
4,535
-11,555
-72% -$436K 0.01% 784
2021
Q3
$440K Sell
16,090
-36
-0.2% -$984 0.01% 689
2021
Q2
$487K Sell
16,126
-2,933
-15% -$88.6K 0.02% 687
2021
Q1
$605K Buy
+19,059
New +$605K 0.02% 536