Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9K Hold
141
﹤0.01% 1384
2025
Q1
$14.7K Buy
141
+73
+107% +$7.63K ﹤0.01% 1330
2024
Q4
$5.36K Buy
68
+24
+55% +$1.89K ﹤0.01% 1545
2024
Q3
$3.19K Hold
44
﹤0.01% 1575
2024
Q2
$4.16K Hold
44
﹤0.01% 1527
2024
Q1
$4.51K Hold
44
﹤0.01% 1554
2023
Q4
$3.67K Sell
44
-420
-91% -$35K ﹤0.01% 1423
2023
Q3
$37.4K Sell
464
-9,199
-95% -$742K ﹤0.01% 978
2023
Q2
$670K Buy
9,663
+68
+0.7% +$4.71K 0.01% 481
2023
Q1
$801K Sell
9,595
-26,700
-74% -$2.23M 0.01% 451
2022
Q4
$3.19M Buy
36,295
+28,326
+355% +$2.49M 0.04% 248
2022
Q3
$460K Sell
7,969
-129
-2% -$7.45K 0.01% 525
2022
Q2
$783K Buy
8,098
+562
+7% +$54.3K 0.01% 462
2022
Q1
$1.12M Buy
7,536
+1,006
+15% +$150K 0.01% 429
2021
Q4
$1.41M Buy
+6,530
New +$1.41M 0.01% 419