Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
15,748
﹤0.01% 237
2025
Q1
$137K Sell
15,748
-2,044
-11% -$17.8K ﹤0.01% 232
2024
Q4
$222K Hold
17,792
0.01% 200
2024
Q3
$207K Sell
17,792
-186
-1% -$2.16K 0.01% 200
2024
Q2
$191K Sell
17,978
-691
-4% -$7.35K 0.01% 203
2024
Q1
$223K Sell
18,669
-68
-0.4% -$812 0.01% 179
2023
Q4
$203K Sell
18,737
-454
-2% -$4.92K 0.01% 187
2023
Q3
$189K Sell
19,191
-326
-2% -$3.21K 0.01% 182
2023
Q2
$195K Sell
19,517
-729
-4% -$7.28K 0.01% 184
2023
Q1
$195K Sell
20,246
-99
-0.5% -$952 0.01% 189
2022
Q4
$226K Sell
20,345
-300
-1% -$3.34K 0.01% 172
2022
Q3
$176K Sell
20,645
-719
-3% -$6.13K 0.01% 178
2022
Q2
$223K Sell
21,364
-7,874
-27% -$82.2K 0.01% 172
2022
Q1
$318K Sell
29,238
-2,073
-7% -$22.5K 0.01% 160
2021
Q4
$424K Sell
31,311
-51,854
-62% -$702K 0.02% 150
2021
Q3
$1.13M Sell
83,165
-50,956
-38% -$690K 0.05% 106
2021
Q2
$1.92M Sell
134,121
-1,480
-1% -$21.2K 0.09% 93
2021
Q1
$1.89M Sell
135,601
-795
-0.6% -$11.1K 0.09% 91
2020
Q4
$2.56M Buy
+136,396
New +$2.56M 0.14% 84