Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,120
Closed -$84.2K 2658
2025
Q1
$84.2K Buy
6,120
+1,457
+31% +$20K ﹤0.01% 1574
2024
Q4
$55.3K Sell
4,663
-285
-6% -$3.38K ﹤0.01% 1357
2024
Q3
$88.8K Sell
4,948
-1,860
-27% -$33.4K 0.01% 1138
2024
Q2
$120K Sell
6,808
-959
-12% -$16.9K 0.01% 906
2024
Q1
$199K Buy
7,767
+2,695
+53% +$69.2K 0.02% 627
2023
Q4
$132K Sell
5,072
-2,587
-34% -$67.4K 0.01% 833
2023
Q3
$177K Buy
7,659
+572
+8% +$13.2K 0.02% 575
2023
Q2
$166K Buy
7,087
+1,995
+39% +$46.8K 0.02% 600
2023
Q1
$60.4K Buy
5,092
+2,243
+79% +$26.6K 0.01% 1125
2022
Q4
$43.7K Buy
2,849
+130
+5% +$1.99K 0.01% 1237
2022
Q3
$52K Buy
2,719
+1,115
+70% +$21.3K 0.01% 1029
2022
Q2
$29K Buy
1,604
+46
+3% +$832 ﹤0.01% 1122
2022
Q1
$47K Buy
1,558
+1,270
+441% +$38.3K 0.01% 955
2021
Q4
$8K Buy
+288
New +$8K ﹤0.01% 1740