Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.65K Sell
112
-37
-25% -$3.19K ﹤0.01% 1462
2025
Q1
$10.5K Buy
149
+15
+11% +$1.06K ﹤0.01% 1393
2024
Q4
$9.96K Sell
134
-146
-52% -$10.8K ﹤0.01% 1411
2024
Q3
$20.8K Sell
280
-1,305
-82% -$97K ﹤0.01% 1231
2024
Q2
$99K Sell
1,585
-68
-4% -$4.25K ﹤0.01% 890
2024
Q1
$104K Sell
1,653
-8,935
-84% -$563K ﹤0.01% 893
2023
Q4
$933K Buy
10,588
+8,727
+469% +$769K 0.01% 430
2023
Q3
$133K Buy
1,861
+135
+8% +$9.65K ﹤0.01% 706
2023
Q2
$112K Buy
1,726
+272
+19% +$17.6K ﹤0.01% 764
2023
Q1
$97.2K Sell
1,454
-47
-3% -$3.14K ﹤0.01% 777
2022
Q4
$62.4K Sell
1,501
-330
-18% -$13.7K ﹤0.01% 859
2022
Q3
$114K Sell
1,831
-57
-3% -$3.54K ﹤0.01% 744
2022
Q2
$164K Sell
1,888
-30
-2% -$2.61K ﹤0.01% 713
2022
Q1
$249K Sell
1,918
-11,870
-86% -$1.54M ﹤0.01% 686
2021
Q4
$3.16M Buy
+13,788
New +$3.16M 0.03% 284