Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.2K Sell
1,767
-2,246
-56% -$82.9K ﹤0.01% 1899
2025
Q1
$134K Sell
4,013
-3,054
-43% -$102K ﹤0.01% 1367
2024
Q4
$260K Sell
7,067
-119
-2% -$4.38K 0.01% 1012
2024
Q3
$243K Buy
7,186
+4,786
+199% +$162K 0.01% 1001
2024
Q2
$91.7K Buy
2,400
+692
+41% +$26.4K ﹤0.01% 1407
2024
Q1
$77.5K Sell
1,708
-275
-14% -$12.5K ﹤0.01% 1396
2023
Q4
$68.5K Buy
1,983
+709
+56% +$24.5K ﹤0.01% 1413
2023
Q3
$39.4K Sell
1,274
-500
-28% -$15.5K ﹤0.01% 1652
2023
Q2
$57.1K Buy
1,774
+400
+29% +$12.9K ﹤0.01% 1552
2023
Q1
$46.7K Sell
1,374
-189
-12% -$6.43K ﹤0.01% 1615
2022
Q4
$73K Buy
1,563
+24
+2% +$1.12K ﹤0.01% 1971
2022
Q3
$72K Buy
1,539
+461
+43% +$21.6K ﹤0.01% 2106
2022
Q2
$56K Hold
1,078
﹤0.01% 2089
2022
Q1
$56K Buy
1,078
+387
+56% +$20.1K ﹤0.01% 2089
2021
Q4
$23K Buy
691
+593
+605% +$19.7K ﹤0.01% 1859
2021
Q3
$6K Buy
98
+68
+227% +$4.16K ﹤0.01% 2451
2021
Q2
$0 Sell
30
-3
-9% ﹤0.01% 4400
2021
Q1
$0 Hold
33
﹤0.01% 4266
2020
Q4
$0 Buy
+33
New ﹤0.01% 4074