Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89K Sell
659
-1,779
-73% -$7.79K ﹤0.01% 3034
2025
Q1
$9.56K Sell
2,438
-187
-7% -$733 ﹤0.01% 2545
2024
Q4
$13.9K Sell
2,625
-100
-4% -$531 ﹤0.01% 2295
2024
Q3
$19.3K Sell
2,725
-289
-10% -$2.05K ﹤0.01% 2076
2024
Q2
$3.32K Sell
3,014
-612
-17% -$673 ﹤0.01% 2660
2024
Q1
$5.66K Sell
3,626
-350
-9% -$546 ﹤0.01% 2447
2023
Q4
$7.28K Sell
3,976
-284
-7% -$520 ﹤0.01% 2275
2023
Q3
$6.05K Hold
4,260
﹤0.01% 2212
2023
Q2
$9.63K Sell
4,260
-1,101
-21% -$2.49K ﹤0.01% 2044
2023
Q1
$14.2K Sell
5,361
-434
-7% -$1.15K ﹤0.01% 1879
2022
Q4
$30.3K Sell
5,795
-1,251
-18% -$6.53K ﹤0.01% 1503
2022
Q3
$77K Hold
7,046
0.01% 1095
2022
Q2
$77K Buy
+7,046
New +$77K 0.01% 1095
2021
Q4
$55K Sell
4,409
-9,057
-67% -$113K ﹤0.01% 1220
2021
Q3
$167K Buy
13,466
+426
+3% +$5.28K 0.01% 1110
2021
Q2
$177K Buy
13,040
+2,441
+23% +$33.1K 0.01% 1112
2021
Q1
$142K Buy
+10,599
New +$142K 0.01% 1138