Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.4K Sell
1,714
-40
-2% -$804 ﹤0.01% 1332
2025
Q1
$42.5K Buy
1,754
+138
+9% +$3.35K ﹤0.01% 1335
2024
Q4
$54.6K Buy
1,616
+1,150
+247% +$38.9K ﹤0.01% 1249
2024
Q3
$22.4K Sell
466
-1,899
-80% -$91.2K ﹤0.01% 1406
2024
Q2
$112K Sell
2,365
-749
-24% -$35.3K ﹤0.01% 865
2024
Q1
$183K Buy
3,114
+579
+23% +$34.1K ﹤0.01% 791
2023
Q4
$129K Sell
2,535
-232
-8% -$11.8K ﹤0.01% 922
2023
Q3
$138K Buy
2,767
+8
+0.3% +$400 0.01% 829
2023
Q2
$142K Sell
2,759
-186
-6% -$9.56K 0.01% 843
2023
Q1
$163K Buy
2,945
+306
+12% +$17K 0.01% 795
2022
Q4
$140K Sell
2,639
-320
-11% -$17K 0.01% 640
2022
Q3
$127K Sell
2,959
-4,692
-61% -$201K 0.01% 634
2022
Q2
$354K Buy
7,651
+2,669
+54% +$123K 0.01% 577
2022
Q1
$260K Buy
4,982
+191
+4% +$9.97K 0.01% 778
2021
Q4
$276K Buy
4,791
+167
+4% +$9.62K 0.01% 945
2021
Q3
$223K Sell
4,624
-161
-3% -$7.76K 0.01% 880
2021
Q2
$221K Buy
4,785
+4,401
+1,146% +$203K 0.01% 905
2021
Q1
$75K Buy
+384
New +$75K ﹤0.01% 1521