Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.8K Hold
335
﹤0.01% 1302
2025
Q1
$37.6K Sell
335
-2
-0.6% -$225 ﹤0.01% 1386
2024
Q4
$37.7K Buy
337
+2
+0.6% +$224 ﹤0.01% 1398
2024
Q3
$46.7K Sell
335
-210
-39% -$29.3K ﹤0.01% 1152
2024
Q2
$64.1K Sell
545
-1,597
-75% -$188K ﹤0.01% 1031
2024
Q1
$279K Sell
2,142
-2,937
-58% -$383K 0.01% 684
2023
Q4
$658K Sell
5,079
-2,843
-36% -$368K 0.02% 454
2023
Q3
$836K Buy
7,922
+2,857
+56% +$302K 0.03% 370
2023
Q2
$570K Buy
5,065
+397
+9% +$44.7K 0.02% 465
2023
Q1
$502K Buy
4,668
+4,317
+1,230% +$464K 0.02% 488
2022
Q4
$39K Hold
351
﹤0.01% 1082
2022
Q3
$31K Sell
351
-8,751
-96% -$773K ﹤0.01% 1141
2022
Q2
$847K Sell
9,102
-8,809
-49% -$820K 0.03% 360
2022
Q1
$1.65M Sell
17,911
-302
-2% -$27.8K 0.04% 303
2021
Q4
$1.52M Sell
18,213
-206
-1% -$17.2K 0.03% 356
2021
Q3
$1.58M Buy
18,419
+150
+0.8% +$12.8K 0.04% 319
2021
Q2
$1.6M Sell
18,269
-870
-5% -$76.3K 0.04% 327
2021
Q1
$1.6M Buy
+19,139
New +$1.6M 0.04% 331