Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.31K Sell
56
-1,500
-96% -$223K ﹤0.01% 1497
2025
Q1
$259K Sell
1,556
-4,369
-74% -$727K ﹤0.01% 747
2024
Q4
$1.24M Sell
5,925
-881
-13% -$185K 0.01% 481
2024
Q3
$1.94M Buy
6,806
+5,800
+577% +$1.65M 0.02% 402
2024
Q2
$318K Hold
1,006
﹤0.01% 670
2024
Q1
$327K Sell
1,006
-15
-1% -$4.88K ﹤0.01% 687
2023
Q4
$276K Sell
1,021
-131
-11% -$35.4K ﹤0.01% 633
2023
Q3
$293K Sell
1,152
-52
-4% -$13.2K ﹤0.01% 586
2023
Q2
$317K Sell
1,204
-1,815
-60% -$478K ﹤0.01% 602
2023
Q1
$662K Sell
3,019
-48
-2% -$10.5K 0.01% 480
2022
Q4
$608K Sell
3,067
-9
-0.3% -$1.78K 0.01% 489
2022
Q3
$596K Sell
3,076
-29
-0.9% -$5.62K 0.01% 481
2022
Q2
$673K Buy
3,105
+31
+1% +$6.72K 0.01% 481
2022
Q1
$771K Buy
3,074
+130
+4% +$32.6K 0.01% 501
2021
Q4
$881K Buy
+2,944
New +$881K 0.01% 507