Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.1K Buy
161
+33
+26% +$5.97K ﹤0.01% 1243
2025
Q1
$20.7K Sell
128
-710
-85% -$115K ﹤0.01% 1262
2024
Q4
$146K Sell
838
-707
-46% -$123K ﹤0.01% 859
2024
Q3
$330K Sell
1,545
-61
-4% -$13K ﹤0.01% 683
2024
Q2
$352K Sell
1,606
-192
-11% -$42.1K ﹤0.01% 653
2024
Q1
$461K Sell
1,798
-25
-1% -$6.42K ﹤0.01% 619
2023
Q4
$402K Sell
1,823
-1,179
-39% -$260K ﹤0.01% 568
2023
Q3
$625K Sell
3,002
-212
-7% -$44.1K 0.01% 491
2023
Q2
$614K Sell
3,214
-387
-11% -$73.9K 0.01% 493
2023
Q1
$745K Sell
3,601
-105
-3% -$21.7K 0.01% 462
2022
Q4
$715K Buy
3,706
+1,394
+60% +$269K 0.01% 466
2022
Q3
$406K Sell
2,312
-72
-3% -$12.6K ﹤0.01% 559
2022
Q2
$404K Sell
2,384
-62
-3% -$10.5K ﹤0.01% 587
2022
Q1
$469K Sell
2,446
-179
-7% -$34.3K ﹤0.01% 603
2021
Q4
$586K Buy
+2,625
New +$586K 0.01% 571