Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Sell
10,511
-2,000
-16% -$7.62K ﹤0.01% 1164
2025
Q1
$25.8K Sell
12,511
-3,039
-20% -$6.26K ﹤0.01% 1079
2024
Q4
$28.5K Buy
15,550
+1,100
+8% +$2.01K ﹤0.01% 1051
2024
Q3
$22.6K Buy
14,450
+700
+5% +$1.1K ﹤0.01% 973
2024
Q2
$17.9K Sell
13,750
-350
-2% -$455 ﹤0.01% 953
2024
Q1
$22.7K Sell
14,100
-200
-1% -$322 ﹤0.01% 893
2023
Q4
$25.3K Sell
14,300
-500
-3% -$885 ﹤0.01% 880
2023
Q3
$31.2K Buy
14,800
+2,000
+16% +$4.22K ﹤0.01% 812
2023
Q2
$20.9K Sell
12,800
-1,420
-10% -$2.32K ﹤0.01% 782
2023
Q1
$17.6K Sell
14,220
-2,458
-15% -$3.05K ﹤0.01% 856
2022
Q4
$30.5K Sell
16,678
-6,964
-29% -$12.7K ﹤0.01% 724
2022
Q3
$49 Sell
23,642
-48
-0.2% ﹤0.01% 699
2022
Q2
$95K Sell
23,690
-2,204
-9% -$8.84K 0.01% 611
2022
Q1
$115K Buy
25,894
+744
+3% +$3.3K 0.01% 644
2021
Q4
$181K Sell
25,150
-11,700
-32% -$84.2K 0.02% 629
2021
Q3
$389K Sell
36,850
-500
-1% -$5.28K 0.05% 386
2021
Q2
$647K Sell
37,350
-3,700
-9% -$64.1K 0.09% 274
2021
Q1
$871K Buy
41,050
+18,150
+79% +$385K 0.15% 174
2020
Q4
$302K Sell
22,900
-1,000
-4% -$13.2K 0.06% 365
2020
Q3
$211K Hold
23,900
0.05% 412
2020
Q2
$239K Buy
+23,900
New +$239K 0.06% 377