Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.7K Sell
3,162
-936
-23% -$9.09K ﹤0.01% 2033
2025
Q1
$40.9K Buy
4,098
+115
+3% +$1.15K ﹤0.01% 1859
2024
Q4
$35.3K Buy
3,983
+600
+18% +$5.32K ﹤0.01% 1881
2024
Q3
$39.5K Buy
3,383
+465
+16% +$5.43K ﹤0.01% 1774
2024
Q2
$32.6K Sell
2,918
-560
-16% -$6.26K ﹤0.01% 1744
2024
Q1
$42.4K Buy
3,478
+480
+16% +$5.85K ﹤0.01% 1606
2023
Q4
$47.6K Hold
2,998
﹤0.01% 1474
2023
Q3
$40.2K Sell
2,998
-154
-5% -$2.06K ﹤0.01% 1449
2023
Q2
$42.3K Sell
3,152
-1
-0% -$13 ﹤0.01% 1438
2023
Q1
$49.8K Buy
3,153
+72
+2% +$1.14K ﹤0.01% 1362
2022
Q4
$52.3K Sell
3,081
-85
-3% -$1.44K ﹤0.01% 1278
2022
Q3
$46K Hold
3,166
﹤0.01% 1302
2022
Q2
$46K Buy
+3,166
New +$46K ﹤0.01% 1302
2021
Q4
$43K Sell
3,061
-1,821
-37% -$25.6K ﹤0.01% 1327
2021
Q3
$68K Buy
4,882
+929
+24% +$12.9K ﹤0.01% 1590
2021
Q2
$90K Buy
3,953
+854
+28% +$19.4K ﹤0.01% 1459
2021
Q1
$54K Buy
+3,099
New +$54K ﹤0.01% 1660