Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.3K Sell
1,891
-239
-11% -$5.85K ﹤0.01% 314
2025
Q1
$59K Buy
2,130
+1,393
+189% +$38.6K 0.01% 290
2024
Q4
$24K Sell
737
-38
-5% -$1.24K ﹤0.01% 394
2024
Q3
$27.8K Sell
775
-2,299
-75% -$82.5K ﹤0.01% 383
2024
Q2
$108K Sell
3,074
-267
-8% -$9.35K 0.01% 221
2024
Q1
$101K Buy
3,341
+135
+4% +$4.08K 0.01% 225
2023
Q4
$96.5K Sell
3,206
-643
-17% -$19.3K 0.01% 223
2023
Q3
$98.9K Sell
3,849
-26
-0.7% -$668 0.01% 205
2023
Q2
$119K Sell
3,875
-264
-6% -$8.11K 0.02% 193
2023
Q1
$121K Buy
4,139
+3,519
+568% +$103K 0.02% 184
2022
Q4
$16.7K Sell
620
-120
-16% -$3.22K ﹤0.01% 378
2022
Q3
$18K Buy
740
+276
+59% +$6.71K ﹤0.01% 348
2022
Q2
$15K Sell
464
-60
-11% -$1.94K ﹤0.01% 358
2022
Q1
$19K Buy
524
+100
+24% +$3.63K ﹤0.01% 342
2021
Q4
$16K Buy
424
+62
+17% +$2.34K ﹤0.01% 355
2021
Q3
$10K Buy
362
+327
+934% +$9.03K ﹤0.01% 422
2021
Q2
$1K Buy
35
+1
+3% +$29 ﹤0.01% 660
2021
Q1
$1K Buy
+34
New +$1K ﹤0.01% 377
2015
Q2
Sell
-861
Closed -$12K 432
2015
Q1
$12K Buy
861
+53
+7% +$739 0.01% 274
2014
Q4
$15K Buy
+808
New +$15K 0.01% 255