Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.7K Sell
942
-3,401
-78% -$154K 0.01% 1604
2025
Q1
$203K Sell
4,343
-946
-18% -$44.3K 0.03% 790
2024
Q4
$256K Buy
5,289
+2,114
+67% +$102K 0.03% 672
2024
Q3
$134K Buy
3,175
+1,548
+95% +$65.2K 0.02% 952
2024
Q2
$54K Sell
1,627
-1,894
-54% -$62.8K 0.01% 1302
2024
Q1
$135K Sell
3,521
-131
-4% -$5.01K 0.02% 822
2023
Q4
$164K Buy
3,652
+1,924
+111% +$86.5K 0.03% 690
2023
Q3
$102K Buy
1,728
+685
+66% +$40.3K 0.02% 844
2023
Q2
$56.3K Sell
1,043
-2,546
-71% -$137K 0.02% 1110
2023
Q1
$168K Buy
+3,589
New +$168K 0.05% 452
2022
Q1
Sell
-74
Closed -$9K 2033
2021
Q4
$9K Buy
74
+49
+196% +$5.96K ﹤0.01% 1685
2021
Q3
$3K Buy
+25
New +$3K ﹤0.01% 1144