Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Sell
4,997
-1,434
-22% -$3.46K ﹤0.01% 1540
2025
Q1
$15K Sell
6,431
-9,834
-60% -$22.9K ﹤0.01% 1415
2024
Q4
$30.1K Sell
16,265
-2,059
-11% -$3.81K ﹤0.01% 1110
2024
Q3
$44.7K Buy
18,324
+4,984
+37% +$12.2K ﹤0.01% 905
2024
Q2
$27.3K Sell
13,340
-3,214
-19% -$6.59K ﹤0.01% 977
2024
Q1
$41.1K Sell
16,554
-2,755
-14% -$6.83K ﹤0.01% 872
2023
Q4
$54.1K Sell
19,309
-2,159
-10% -$6.05K ﹤0.01% 812
2023
Q3
$55.4K Sell
21,468
-1,898
-8% -$4.9K ﹤0.01% 812
2023
Q2
$74.3K Buy
23,366
+5,216
+29% +$16.6K ﹤0.01% 757
2023
Q1
$51.2K Sell
18,150
-5,978
-25% -$16.9K ﹤0.01% 832
2022
Q4
$65K Sell
24,128
-4,492
-16% -$12.1K ﹤0.01% 782
2022
Q3
$81K Sell
28,620
-1,239
-4% -$3.51K ﹤0.01% 759
2022
Q2
$75K Hold
29,859
﹤0.01% 806
2022
Q1
$96K Hold
29,859
﹤0.01% 788
2021
Q4
$84K Buy
+29,859
New +$84K ﹤0.01% 845