Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
4,844
-752
-13% -$65.6K 0.06% 100
2025
Q1
$382K Hold
5,596
0.07% 104
2024
Q4
$435K Sell
5,596
-32
-0.6% -$2.49K 0.08% 97
2024
Q3
$377K Hold
5,628
0.07% 98
2024
Q2
$638K Hold
5,628
0.12% 83
2024
Q1
$781K Buy
5,628
+4,844
+618% +$672K 0.14% 75
2023
Q4
$97.3K Sell
784
-47
-6% -$5.83K 0.02% 103
2023
Q3
$77.5K Sell
831
-1,409
-63% -$131K 0.02% 114
2023
Q2
$288K Sell
2,240
-2,438
-52% -$313K 0.05% 113
2023
Q1
$543K Buy
4,678
+2,792
+148% +$324K 0.08% 106
2022
Q4
$214K Sell
1,886
-1,066
-36% -$121K 0.03% 157
2022
Q3
$237K Sell
2,952
-9,032
-75% -$725K 0.04% 143
2022
Q2
$893K Buy
11,984
+10,540
+730% +$785K 0.13% 96
2022
Q1
$184K Hold
1,444
0.02% 161
2021
Q4
$193K Buy
+1,444
New +$193K 0.02% 159
2020
Q4
Sell
-168
Closed -$17K 186
2020
Q3
$17K Buy
+168
New +$17K ﹤0.01% 173