Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8K Buy
344
+135
+65% +$5.8K ﹤0.01% 1371
2025
Q1
$8.8K Hold
209
﹤0.01% 1430
2024
Q4
$10.2K Sell
209
-3,901
-95% -$190K ﹤0.01% 1406
2024
Q3
$270K Buy
4,110
+3,875
+1,649% +$255K ﹤0.01% 722
2024
Q2
$13.3K Hold
235
﹤0.01% 1306
2024
Q1
$14.7K Sell
235
-124
-35% -$7.78K ﹤0.01% 1290
2023
Q4
$24.7K Sell
359
-126
-26% -$8.67K ﹤0.01% 1094
2023
Q3
$38.3K Sell
485
-2,335
-83% -$184K ﹤0.01% 976
2023
Q2
$301K Sell
2,820
-19
-0.7% -$2.03K ﹤0.01% 608
2023
Q1
$352K Sell
2,839
-6,742
-70% -$836K ﹤0.01% 572
2022
Q4
$1.2M Sell
9,581
-723
-7% -$90.7K 0.01% 377
2022
Q3
$1.13M Sell
10,304
-468
-4% -$51.2K 0.01% 383
2022
Q2
$1.16M Sell
10,772
-821
-7% -$88.4K 0.01% 392
2022
Q1
$1.52M Sell
11,593
-384
-3% -$50.4K 0.01% 381
2021
Q4
$1.34M Buy
+11,977
New +$1.34M 0.01% 430