Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
10,401
-1,694
-14% -$5.37K ﹤0.01% 3380
2025
Q1
$28.8K Buy
12,095
+624
+5% +$1.49K ﹤0.01% 3348
2024
Q4
$39.2K Sell
11,471
-1,801
-14% -$6.16K ﹤0.01% 3312
2024
Q3
$47.6K Sell
13,272
-196
-1% -$704 ﹤0.01% 3198
2024
Q2
$54.1K Buy
13,468
+2,063
+18% +$8.29K ﹤0.01% 3043
2024
Q1
$47.4K Buy
11,405
+125
+1% +$520 ﹤0.01% 3035
2023
Q4
$41.2K Sell
11,280
-1,370
-11% -$5K ﹤0.01% 2955
2023
Q3
$30.2K Sell
12,650
-2,193
-15% -$5.24K ﹤0.01% 2817
2023
Q2
$38K Buy
14,843
+1,165
+9% +$2.98K ﹤0.01% 2739
2023
Q1
$35K Buy
+13,678
New +$35K ﹤0.01% 2687
2022
Q4
Sell
-122,765
Closed -$1.09M 2835
2022
Q3
$1.09M Buy
122,765
+334
+0.3% +$2.97K ﹤0.01% 1012
2022
Q2
$990K Buy
122,431
+1,410
+1% +$11.4K ﹤0.01% 904
2022
Q1
$1.21M Buy
+121,021
New +$1.21M ﹤0.01% 874