Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Hold
909
0.01% 99
2025
Q1
$23K Hold
909
0.01% 92
2024
Q4
$24.1K Buy
909
+188
+26% +$4.99K 0.01% 92
2024
Q3
$20.9K Sell
721
-293
-29% -$8.48K 0.01% 94
2024
Q2
$28.4K Sell
1,014
-149
-13% -$4.17K 0.02% 89
2024
Q1
$32.3K Hold
1,163
0.02% 84
2023
Q4
$33.5K Hold
1,163
0.02% 79
2023
Q3
$38.6K Sell
1,163
-374
-24% -$12.4K 0.03% 82
2023
Q2
$56.4K Buy
1,537
+500
+48% +$18.3K 0.04% 71
2023
Q1
$42.3K Sell
1,037
-46
-4% -$1.88K 0.03% 75
2022
Q4
$55.5K Sell
1,083
-18,502
-94% -$948K 0.04% 65
2022
Q3
$857K Sell
19,585
-52,808
-73% -$2.31M 0.7% 48
2022
Q2
$3.8M Sell
72,393
-156
-0.2% -$8.18K 3.96% 3
2022
Q1
$3.76M Buy
+72,549
New +$3.76M 2.83% 10
2021
Q4
Sell
-98,108
Closed -$4.22M 202
2021
Q3
$4.22M Buy
98,108
+5,900
+6% +$254K 3.11% 5
2021
Q2
$3.61M Buy
+92,208
New +$3.61M 4.07% 9
2021
Q1
Sell
-122,645
Closed -$4.52M 198
2020
Q4
$4.52M Buy
+122,645
New +$4.52M 4.45% 3