Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.9K Sell
7,568
-1,634
-18% -$20.9K ﹤0.01% 1247
2025
Q1
$94.8K Buy
9,202
+402
+5% +$4.14K ﹤0.01% 1240
2024
Q4
$112K Sell
8,800
-1,150
-12% -$14.6K ﹤0.01% 1175
2024
Q3
$127K Sell
9,950
-57
-0.6% -$730 ﹤0.01% 1093
2024
Q2
$127K Sell
10,007
-5,302
-35% -$67.2K ﹤0.01% 1040
2024
Q1
$347K Sell
15,309
-60
-0.4% -$1.36K 0.01% 640
2023
Q4
$382K Sell
15,369
-523
-3% -$13K 0.01% 552
2023
Q3
$272K Buy
15,892
+455
+3% +$7.79K 0.01% 627
2023
Q2
$256K Sell
15,437
-2,421
-14% -$40.1K 0.01% 663
2023
Q1
$314K Buy
17,858
+66
+0.4% +$1.16K 0.01% 583
2022
Q4
$226K Buy
17,792
+10,430
+142% +$133K 0.01% 659
2022
Q3
$93K Buy
7,362
+3,762
+105% +$47.5K ﹤0.01% 992
2022
Q2
$65K Sell
3,600
-206
-5% -$3.72K ﹤0.01% 1165
2022
Q1
$82K Buy
3,806
+246
+7% +$5.3K ﹤0.01% 1133
2021
Q4
$154K Buy
3,560
+3,024
+564% +$131K ﹤0.01% 828
2021
Q3
$28K Buy
536
+496
+1,240% +$25.9K ﹤0.01% 1598
2021
Q2
$3K Buy
+40
New +$3K ﹤0.01% 2463