Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.9K Sell
149
-111
-43% -$11.1K ﹤0.01% 2367
2025
Q1
$27.4K Buy
260
+157
+152% +$16.5K ﹤0.01% 2047
2024
Q4
$8.12K Sell
103
-44
-30% -$3.47K ﹤0.01% 2539
2024
Q3
$10.9K Sell
147
-27
-16% -$2.01K ﹤0.01% 2315
2024
Q2
$16.3K Sell
174
-85
-33% -$7.96K ﹤0.01% 2053
2024
Q1
$27.1K Buy
259
+30
+13% +$3.14K ﹤0.01% 1806
2023
Q4
$20.7K Buy
229
+21
+10% +$1.9K ﹤0.01% 1860
2023
Q3
$17K Buy
208
+47
+29% +$3.83K ﹤0.01% 1814
2023
Q2
$11.2K Hold
161
﹤0.01% 1984
2023
Q1
$13.9K Sell
161
-42
-21% -$3.62K ﹤0.01% 1883
2022
Q4
$13.9K Sell
203
-60
-23% -$4.1K ﹤0.01% 1820
2022
Q3
$24K Hold
263
﹤0.01% 1563
2022
Q2
$24K Buy
+263
New +$24K ﹤0.01% 1563
2021
Q4
$40K Sell
180
-1,630
-90% -$362K ﹤0.01% 1364
2021
Q3
$430K Sell
1,810
-10
-0.5% -$2.38K 0.01% 702
2021
Q2
$445K Sell
1,820
-67
-4% -$16.4K 0.01% 724
2021
Q1
$416K Buy
+1,887
New +$416K 0.02% 678