Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21
Closed -$183 422
2025
Q1
$183 Hold
21
﹤0.01% 389
2024
Q4
$261 Sell
21
-49
-70% -$609 ﹤0.01% 393
2024
Q3
$813 Buy
+70
New +$813 ﹤0.01% 382
2024
Q1
$3.31K Sell
277
-551
-67% -$6.58K ﹤0.01% 371
2023
Q4
$8.97K Sell
828
-29
-3% -$314 ﹤0.01% 328
2023
Q3
$8.45K Sell
857
-34
-4% -$335 ﹤0.01% 326
2023
Q2
$8.89K Sell
891
-43
-5% -$429 ﹤0.01% 331
2023
Q1
$8.99K Sell
934
-46
-5% -$443 ﹤0.01% 335
2022
Q4
$11K Sell
980
-174
-15% -$1.95K 0.01% 329
2022
Q3
$10K Sell
1,154
-396
-26% -$3.43K 0.01% 348
2022
Q2
$16K Sell
1,550
-1,031
-40% -$10.6K 0.01% 319
2022
Q1
$28K Sell
2,581
-325
-11% -$3.53K 0.01% 293
2021
Q4
$39K Sell
2,906
-319
-10% -$4.28K 0.02% 282
2021
Q3
$44K Sell
3,225
-859
-21% -$11.7K 0.02% 266
2021
Q2
$58K Sell
4,084
-481
-11% -$6.83K 0.03% 242
2021
Q1
$64K Sell
4,565
-1,419
-24% -$19.9K 0.04% 224
2020
Q4
$112K Buy
+5,984
New +$112K 0.07% 193