Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.8K Sell
19,209
-4,196
-18% -$16.8K ﹤0.01% 4367
2025
Q1
$62.3K Buy
23,405
+4,510
+24% +$12K ﹤0.01% 4530
2024
Q4
$76.5K Buy
18,895
+855
+5% +$3.46K ﹤0.01% 4371
2024
Q3
$74.7K Sell
18,040
-2,070
-10% -$8.57K ﹤0.01% 4419
2024
Q2
$49.3K Sell
20,110
-31,855
-61% -$78K ﹤0.01% 4668
2024
Q1
$130K Sell
51,965
-600
-1% -$1.51K ﹤0.01% 4041
2023
Q4
$188K Sell
52,565
-10,268
-16% -$36.8K ﹤0.01% 3969
2023
Q3
$212K Buy
62,833
+20,111
+47% +$68K ﹤0.01% 3948
2023
Q2
$172K Sell
42,722
-8,252
-16% -$33.2K ﹤0.01% 4018
2023
Q1
$395K Buy
50,974
+7,096
+16% +$55K ﹤0.01% 3295
2022
Q4
$195K Buy
43,878
+8,602
+24% +$38.3K ﹤0.01% 3862
2022
Q3
$279K Sell
35,276
-1,815
-5% -$14.4K ﹤0.01% 3442
2022
Q2
$223K Buy
37,091
+17,690
+91% +$106K ﹤0.01% 3679
2022
Q1
$249K Sell
19,401
-9,755
-33% -$125K ﹤0.01% 3836
2021
Q4
$292K Buy
29,156
+19,603
+205% +$196K ﹤0.01% 3593
2021
Q3
$78K Buy
9,553
+624
+7% +$5.1K ﹤0.01% 4744
2021
Q2
$130K Buy
8,929
+1,571
+21% +$22.9K ﹤0.01% 4246
2021
Q1
$101K Buy
+7,358
New +$101K ﹤0.01% 4327