Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.2K Hold
129
﹤0.01% 181
2025
Q1
$18K Buy
129
+100
+345% +$14K ﹤0.01% 179
2024
Q4
$4.83K Buy
+29
New +$4.83K ﹤0.01% 239
2023
Q4
Sell
-5,043
Closed -$534K 362
2023
Q3
$534K Sell
5,043
-198
-4% -$21K 0.18% 57
2023
Q2
$624K Buy
5,241
+51
+1% +$6.07K 0.2% 59
2023
Q1
$482K Sell
5,190
-1,157
-18% -$108K 0.19% 60
2022
Q4
$519K Sell
6,347
-1,200
-16% -$98.1K 0.22% 59
2022
Q3
$461K Sell
7,547
-7,041
-48% -$430K 0.18% 65
2022
Q2
$1.02M Sell
14,588
-2,953
-17% -$206K 0.44% 23
2022
Q1
$1.45M Sell
17,541
-3,864
-18% -$320K 0.39% 25
2021
Q4
$1.87M Sell
21,405
-2,555
-11% -$223K 0.48% 26
2021
Q3
$2.09M Sell
23,960
-2,400
-9% -$209K 0.62% 26
2021
Q2
$2.05M Buy
+26,360
New +$2.05M 0.61% 31