Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.5K Sell
18,117
-418
-2% -$473 ﹤0.01% 1826
2025
Q1
$13.8K Sell
18,535
-228
-1% -$170 ﹤0.01% 1850
2024
Q4
$24.4K Buy
18,763
+464
+3% +$604 ﹤0.01% 1766
2024
Q3
$21.8K Buy
18,299
+93
+0.5% +$111 ﹤0.01% 1738
2024
Q2
$26.9K Hold
18,206
﹤0.01% 1732
2024
Q1
$32.1K Hold
18,206
﹤0.01% 1712
2023
Q4
$33.7K Sell
18,206
-333
-2% -$617 ﹤0.01% 1718
2023
Q3
$29K Sell
18,539
-214,960
-92% -$336K ﹤0.01% 1728
2023
Q2
$481K Sell
233,499
-367
-0.2% -$756 ﹤0.01% 1162
2023
Q1
$467K Buy
233,866
+367
+0.2% +$732 ﹤0.01% 1121
2022
Q4
$387K Buy
233,499
+214,359
+1,120% +$356K ﹤0.01% 1191
2022
Q3
$51K Sell
19,140
-8
-0% -$21 ﹤0.01% 1546
2022
Q2
$49K Buy
19,148
+7,233
+61% +$18.5K ﹤0.01% 1582
2022
Q1
$104K Buy
11,915
+1,883
+19% +$16.4K ﹤0.01% 1431
2021
Q4
$103K Buy
+10,032
New +$103K ﹤0.01% 1422