Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.6K Sell
213
-34
-14% -$4.56K ﹤0.01% 1248
2025
Q1
$29.6K Sell
247
-50
-17% -$5.98K ﹤0.01% 1193
2024
Q4
$34.7K Sell
297
-479
-62% -$55.9K ﹤0.01% 1163
2024
Q3
$118K Sell
776
-122
-14% -$18.6K ﹤0.01% 858
2024
Q2
$141K Sell
898
-5,385
-86% -$847K ﹤0.01% 830
2024
Q1
$1.29M Buy
6,283
+4,235
+207% +$868K 0.01% 457
2023
Q4
$386K Sell
2,048
-6,044
-75% -$1.14M ﹤0.01% 573
2023
Q3
$1.29M Buy
8,092
+5,659
+233% +$900K 0.01% 374
2023
Q2
$436K Sell
2,433
-1,388
-36% -$249K ﹤0.01% 557
2023
Q1
$646K Buy
3,821
+1,228
+47% +$208K 0.01% 485
2022
Q4
$373K Sell
2,593
-407
-14% -$58.5K ﹤0.01% 572
2022
Q3
$372K Sell
3,000
-83,522
-97% -$10.4M ﹤0.01% 572
2022
Q2
$9.2M Buy
86,522
+3,105
+4% +$330K 0.1% 134
2022
Q1
$12.5M Buy
83,417
+5,540
+7% +$832K 0.12% 115
2021
Q4
$9.19M Buy
+77,877
New +$9.19M 0.09% 154