Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.85K Sell
86
-38
-31% -$3.91K ﹤0.01% 1763
2025
Q1
$11.5K Sell
124
-27
-18% -$2.5K ﹤0.01% 1798
2024
Q4
$14.2K Sell
151
-366
-71% -$34.3K ﹤0.01% 1742
2024
Q3
$50.6K Sell
517
-41,291
-99% -$4.04M ﹤0.01% 1128
2024
Q2
$4.09M Sell
41,808
-5,433
-12% -$532K 0.14% 147
2024
Q1
$5.81M Sell
47,241
-584
-1% -$71.8K 0.11% 137
2023
Q4
$5.63M Buy
47,825
+47,104
+6,533% +$5.54M 0.19% 119
2023
Q3
$85.3K Sell
721
-28,217
-98% -$3.34M ﹤0.01% 998
2023
Q2
$3.8M Buy
28,938
+27,781
+2,401% +$3.65M 0.14% 140
2023
Q1
$156K Sell
1,157
-120
-9% -$16.2K 0.01% 807
2022
Q4
$177K Sell
1,277
-139
-10% -$19.3K 0.01% 584
2022
Q3
$136K Buy
1,416
+2
+0.1% +$192 0.01% 617
2022
Q2
$140K Sell
1,414
-130
-8% -$12.9K 0.01% 892
2022
Q1
$226K Sell
1,544
-18
-1% -$2.64K 0.01% 836
2021
Q4
$181K Sell
1,562
-67
-4% -$7.76K ﹤0.01% 1134
2021
Q3
$200K Buy
1,629
+105
+7% +$12.9K 0.01% 925
2021
Q2
$241K Buy
1,524
+663
+77% +$105K 0.01% 866
2021
Q1
$124K Buy
+861
New +$124K ﹤0.01% 1297