Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,075
Closed -$10.7K 9413
2025
Q1
$10.7K Sell
5,075
-1,355
-21% -$2.86K ﹤0.01% 7295
2024
Q4
$15K Buy
+6,430
New +$15K ﹤0.01% 6828
2024
Q1
Sell
-1,522
Closed -$1.8K 8699
2023
Q4
$1.8K Sell
1,522
-1,089
-42% -$1.29K ﹤0.01% 7008
2023
Q3
$2.74K Buy
2,611
+2,511
+2,511% +$2.64K ﹤0.01% 6508
2023
Q2
$76 Buy
+100
New +$76 ﹤0.01% 7462
2023
Q1
Sell
-4,938
Closed -$5.68K 9112
2022
Q4
$5.68K Buy
4,938
+3,676
+291% +$4.23K ﹤0.01% 7948
2022
Q3
$2K Buy
1,262
+549
+77% +$870 ﹤0.01% 8681
2022
Q2
$1K Sell
713
-638
-47% -$895 ﹤0.01% 8941
2022
Q1
$8K Sell
1,351
-4,431
-77% -$26.2K ﹤0.01% 7653
2021
Q4
$40K Buy
5,782
+3,974
+220% +$27.5K ﹤0.01% 6030
2021
Q3
$25K Buy
+1,808
New +$25K ﹤0.01% 5800