Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
4,823
+63
+1% +$1.4K ﹤0.01% 1595
2025
Q1
$59.3K Sell
4,760
-3,247
-41% -$40.4K ﹤0.01% 1816
2024
Q4
$106K Buy
8,007
+4,851
+154% +$64.5K ﹤0.01% 1440
2024
Q3
$35.4K Sell
3,156
-2,697
-46% -$30.3K ﹤0.01% 1882
2024
Q2
$78.5K Buy
5,853
+256
+5% +$3.44K ﹤0.01% 1466
2024
Q1
$61.3K Buy
5,597
+638
+13% +$6.99K ﹤0.01% 1498
2023
Q4
$116K Buy
4,959
+589
+13% +$13.8K 0.01% 1184
2023
Q3
$106K Sell
4,370
-53
-1% -$1.29K ﹤0.01% 1225
2023
Q2
$73.7K Sell
4,423
-80
-2% -$1.33K ﹤0.01% 1453
2023
Q1
$454K Sell
4,503
-9,149
-67% -$922K 0.02% 639
2022
Q4
$1.39M Buy
13,652
+5
+0% +$508 0.04% 488
2022
Q3
$1.4M Buy
13,647
+675
+5% +$69.1K 0.04% 522
2022
Q2
$1.33M Hold
12,972
0.04% 483
2022
Q1
$1.33M Buy
12,972
+11,675
+900% +$1.2M 0.04% 483
2021
Q4
$144K Buy
+1,297
New +$144K ﹤0.01% 1094