Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.5K Buy
1,404
+165
+13% +$4.3K ﹤0.01% 1957
2025
Q1
$31.5K Sell
1,239
-460
-27% -$11.7K ﹤0.01% 1978
2024
Q4
$36K Sell
1,699
-166
-9% -$3.51K ﹤0.01% 1873
2024
Q3
$36K Buy
1,865
+45
+2% +$869 ﹤0.01% 1821
2024
Q2
$30.9K Sell
1,820
-60
-3% -$1.02K ﹤0.01% 1765
2024
Q1
$32.2K Buy
1,880
+40
+2% +$686 ﹤0.01% 1735
2023
Q4
$34.8K Buy
1,840
+235
+15% +$4.45K ﹤0.01% 1614
2023
Q3
$26.5K Sell
1,605
-770
-32% -$12.7K ﹤0.01% 1627
2023
Q2
$42.8K Buy
2,375
+200
+9% +$3.6K ﹤0.01% 1433
2023
Q1
$39.4K Sell
2,175
-145
-6% -$2.63K ﹤0.01% 1456
2022
Q4
$35.4K Buy
2,320
+350
+18% +$5.34K ﹤0.01% 1436
2022
Q3
$32K Hold
1,970
﹤0.01% 1452
2022
Q2
$32K Buy
+1,970
New +$32K ﹤0.01% 1452
2021
Q4
$55K Sell
2,175
-12,975
-86% -$328K ﹤0.01% 1223
2021
Q3
$335K Sell
15,150
-785
-5% -$17.4K 0.01% 801
2021
Q2
$310K Sell
15,935
-430
-3% -$8.37K 0.01% 861
2021
Q1
$347K Buy
+16,365
New +$347K 0.01% 743