Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.3K Sell
69,385
-5,012
-7% -$4.21K ﹤0.01% 5194
2025
Q1
$58.6K Buy
74,397
+2,496
+3% +$1.97K ﹤0.01% 5006
2024
Q4
$107K Sell
71,901
-761
-1% -$1.13K ﹤0.01% 4860
2024
Q3
$153K Sell
72,662
-14,767
-17% -$31.2K ﹤0.01% 4696
2024
Q2
$225K Buy
87,429
+4,440
+5% +$11.4K ﹤0.01% 4389
2024
Q1
$185K Sell
82,989
-22,779
-22% -$50.8K ﹤0.01% 4457
2023
Q4
$308K Buy
105,768
+47,799
+82% +$139K ﹤0.01% 4019
2023
Q3
$62K Buy
57,969
+1,087
+2% +$1.16K ﹤0.01% 4433
2023
Q2
$83.6K Sell
56,882
-21,300
-27% -$31.3K ﹤0.01% 4301
2023
Q1
$75.8K Buy
78,182
+13,409
+21% +$13K ﹤0.01% 4221
2022
Q4
$28.5K Sell
64,773
-145,022
-69% -$63.8K ﹤0.01% 4306
2022
Q3
$220K Sell
209,795
-16,999
-7% -$17.8K ﹤0.01% 3820
2022
Q2
$254K Buy
+226,794
New +$254K ﹤0.01% 3735
2022
Q1
Sell
-268,932
Closed -$1.36M 4183
2021
Q4
$1.36M Buy
268,932
+45,842
+21% +$231K ﹤0.01% 2397
2021
Q3
$948K Buy
+223,090
New +$948K ﹤0.01% 2643