Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.9K Sell
4,400
-200
-4% -$2.81K ﹤0.01% 4528
2025
Q1
$60.2K Buy
4,600
+100
+2% +$1.31K ﹤0.01% 4551
2024
Q4
$63.3K Hold
4,500
﹤0.01% 4505
2024
Q3
$51.3K Sell
4,500
-500
-10% -$5.7K ﹤0.01% 4712
2024
Q2
$49.7K Buy
5,000
+1,600
+47% +$15.9K ﹤0.01% 4659
2024
Q1
$29K Sell
3,400
-4,734
-58% -$40.4K ﹤0.01% 5097
2023
Q4
$87.3K Sell
8,134
-1,882
-19% -$20.2K ﹤0.01% 4521
2023
Q3
$130K Buy
10,016
+823
+9% +$10.7K ﹤0.01% 4303
2023
Q2
$138K Buy
9,193
+4,588
+100% +$68.7K ﹤0.01% 4196
2023
Q1
$57.6K Sell
4,605
-675
-13% -$8.44K ﹤0.01% 4847
2022
Q4
$71.7K Buy
5,280
+800
+18% +$10.9K ﹤0.01% 4677
2022
Q3
$55K Buy
4,480
+580
+15% +$7.12K ﹤0.01% 4817
2022
Q2
$46K Buy
3,900
+800
+26% +$9.44K ﹤0.01% 5016
2022
Q1
$46K Hold
3,100
﹤0.01% 5147
2021
Q4
$63K Hold
3,100
﹤0.01% 4964
2021
Q3
$58K Buy
+3,100
New +$58K ﹤0.01% 4980