Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.8K Sell
820
-500
-38% -$30.4K ﹤0.01% 1192
2025
Q1
$75.8K Buy
1,320
+492
+59% +$28.3K ﹤0.01% 1145
2024
Q4
$41K Sell
828
-492
-37% -$24.3K ﹤0.01% 1352
2024
Q3
$59.7K Buy
1,320
+500
+61% +$22.6K ﹤0.01% 1077
2024
Q2
$35.7K Sell
820
-450
-35% -$19.6K ﹤0.01% 1236
2024
Q1
$50K Buy
1,270
+367
+41% +$14.4K ﹤0.01% 1215
2023
Q4
$34.3K Sell
903
-595
-40% -$22.6K ﹤0.01% 1325
2023
Q3
$59.1K Sell
1,498
-350
-19% -$13.8K ﹤0.01% 1113
2023
Q2
$73.2K Sell
1,848
-600
-25% -$23.8K ﹤0.01% 1067
2023
Q1
$83.6K Sell
2,448
-237
-9% -$8.09K ﹤0.01% 1021
2022
Q4
$84K Buy
2,685
+1,515
+129% +$47.4K ﹤0.01% 803
2022
Q3
$31K Hold
1,170
﹤0.01% 1135
2022
Q2
$38K Buy
1,170
+500
+75% +$16.2K ﹤0.01% 1409
2022
Q1
$23K Sell
670
-1,115
-62% -$38.3K ﹤0.01% 1753
2021
Q4
$54K Buy
1,785
+955
+115% +$28.9K ﹤0.01% 1684
2021
Q3
$22K Buy
830
+160
+24% +$4.24K ﹤0.01% 1816
2021
Q2
$19K Sell
670
-1,210
-64% -$34.3K ﹤0.01% 1886
2021
Q1
$55K Buy
+1,880
New +$55K ﹤0.01% 1680