Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.3K Sell
3,845
-238
-6% -$4.97K ﹤0.01% 1777
2025
Q1
$47.4K Buy
4,083
+150
+4% +$1.74K ﹤0.01% 1919
2024
Q4
$80.6K Buy
3,933
+43
+1% +$881 ﹤0.01% 1579
2024
Q3
$47.7K Buy
3,890
+500
+15% +$6.13K ﹤0.01% 1756
2024
Q2
$50.8K Hold
3,390
﹤0.01% 1675
2024
Q1
$37.4K Sell
3,390
-13,350
-80% -$147K ﹤0.01% 1695
2023
Q4
$184K Buy
16,740
+14,550
+664% +$160K 0.01% 991
2023
Q3
$21.4K Sell
2,190
-400
-15% -$3.9K ﹤0.01% 1916
2023
Q2
$42.7K Buy
2,590
+690
+36% +$11.4K ﹤0.01% 1675
2023
Q1
$29.2K Sell
1,900
-6,490
-77% -$99.6K ﹤0.01% 1844
2022
Q4
$128K Buy
8,390
+4,989
+147% +$76.1K ﹤0.01% 1610
2022
Q3
$55K Buy
3,401
+2,011
+145% +$32.5K ﹤0.01% 2291
2022
Q2
$22K Hold
1,390
﹤0.01% 2755
2022
Q1
$22K Buy
1,390
+490
+54% +$7.76K ﹤0.01% 2755
2021
Q4
$35K Hold
900
﹤0.01% 1662
2021
Q3
$38K Hold
900
﹤0.01% 1643
2021
Q2
$20K Buy
900
+240
+36% +$5.33K ﹤0.01% 1924
2021
Q1
$25K Buy
+660
New +$25K ﹤0.01% 1745