Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,575
Closed -$50.3K 905
2025
Q1
$50.3K Sell
10,575
-12,976
-55% -$61.8K ﹤0.01% 822
2024
Q4
$174K Sell
23,551
-8,207
-26% -$60.7K ﹤0.01% 801
2024
Q3
$201K Sell
31,758
-922
-3% -$5.84K ﹤0.01% 780
2024
Q2
$175K Sell
32,680
-1,000
-3% -$5.36K ﹤0.01% 775
2024
Q1
$230K Hold
33,680
﹤0.01% 741
2023
Q4
$183K Sell
33,680
-6,485
-16% -$35.3K ﹤0.01% 748
2023
Q3
$135K Sell
40,165
-8,346
-17% -$28K ﹤0.01% 728
2023
Q2
$323K Sell
48,511
-538
-1% -$3.58K ﹤0.01% 627
2023
Q1
$377K Buy
49,049
+455
+0.9% +$3.49K ﹤0.01% 598
2022
Q4
$409K Sell
48,594
-4,153
-8% -$35K ﹤0.01% 587
2022
Q3
$480K Sell
52,747
-12,519
-19% -$114K ﹤0.01% 563
2022
Q2
$498K Buy
65,266
+6,701
+11% +$51.1K ﹤0.01% 571
2022
Q1
$294K Sell
58,565
-3,771
-6% -$18.9K ﹤0.01% 731
2021
Q4
$431K Sell
62,336
-56,892
-48% -$393K ﹤0.01% 656
2021
Q3
$1.07M Buy
119,228
+15,743
+15% +$141K 0.01% 495
2021
Q2
$1.26M Buy
103,485
+39,932
+63% +$487K 0.01% 468
2021
Q1
$936K Buy
+63,553
New +$936K 0.01% 492