Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,467
Closed -$10.6K 701
2025
Q1
$10.6K Sell
3,467
-2,850
-45% -$8.7K ﹤0.01% 442
2024
Q4
$24.1K Sell
6,317
-2,640
-29% -$10.1K 0.01% 390
2024
Q3
$40.8K Sell
8,957
-1,900
-18% -$8.65K 0.01% 301
2024
Q2
$41K Buy
10,857
+66
+0.6% +$249 0.01% 280
2024
Q1
$24.6K Sell
10,791
-2,056
-16% -$4.69K 0.01% 356
2023
Q4
$40.6K Sell
12,847
-500
-4% -$1.58K 0.02% 291
2023
Q3
$54.6K Sell
13,347
-60
-0.4% -$245 0.02% 239
2023
Q2
$119K Sell
13,407
-334
-2% -$2.97K 0.05% 154
2023
Q1
$124K Sell
13,741
-700
-5% -$6.3K 0.06% 146
2022
Q4
$137K Sell
14,441
-720
-5% -$6.83K 0.07% 133
2022
Q3
$169K Sell
15,161
-3,029
-17% -$33.8K 0.09% 121
2022
Q2
$268K Sell
18,190
-5,944
-25% -$87.6K 0.13% 109
2022
Q1
$472K Sell
24,134
-1,935
-7% -$37.8K 0.19% 94
2021
Q4
$516K Buy
26,069
+803
+3% +$15.9K 0.21% 92
2021
Q3
$533K Buy
25,266
+15,905
+170% +$336K 0.24% 76
2021
Q2
$209K Buy
+9,361
New +$209K 0.11% 127