Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
5,783
-140
-2% -$6.41K 0.01% 1123
2025
Q1
$190K Buy
5,923
+548
+10% +$17.5K 0.01% 1202
2024
Q4
$158K Buy
5,375
+135
+3% +$3.97K 0.01% 1245
2024
Q3
$152K Sell
5,240
-362
-6% -$10.5K 0.01% 1216
2024
Q2
$210K Sell
5,602
-98
-2% -$3.68K 0.01% 1018
2024
Q1
$252K Sell
5,700
-8
-0.1% -$354 0.01% 885
2023
Q4
$198K Sell
5,708
-111
-2% -$3.84K 0.01% 955
2023
Q3
$148K Sell
5,819
-67
-1% -$1.7K 0.01% 1104
2023
Q2
$163K Sell
5,886
-101
-2% -$2.8K 0.01% 1124
2023
Q1
$388K Buy
5,987
+1,940
+48% +$126K 0.02% 688
2022
Q4
$261K Sell
4,047
-36
-0.9% -$2.32K 0.01% 1211
2022
Q3
$263K Buy
4,083
+188
+5% +$12.1K 0.01% 1261
2022
Q2
$251K Hold
3,895
0.01% 1171
2022
Q1
$251K Buy
3,895
+3,865
+12,883% +$249K 0.01% 1171
2021
Q4
$1K Buy
30
+10
+50% +$333 ﹤0.01% 2951
2021
Q3
$1K Hold
20
﹤0.01% 2956
2021
Q2
$1K Hold
20
﹤0.01% 2855
2021
Q1
$1K Sell
20
-236
-92% -$11.8K ﹤0.01% 2781
2020
Q4
$16K Buy
256
+236
+1,180% +$14.8K ﹤0.01% 1863
2020
Q3
$2K Buy
+20
New +$2K ﹤0.01% 2453