Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.9K Buy
769
+125
+19% +$11K ﹤0.01% 998
2025
Q1
$61.1K Sell
644
-50
-7% -$4.75K ﹤0.01% 968
2024
Q4
$58.9K Hold
694
﹤0.01% 854
2024
Q3
$69.4K Sell
694
-162
-19% -$16.2K ﹤0.01% 785
2024
Q2
$76.3K Sell
856
-40
-4% -$3.56K ﹤0.01% 747
2024
Q1
$74.6K Sell
896
-187
-17% -$15.6K ﹤0.01% 763
2023
Q4
$84.6K Sell
1,083
-174
-14% -$13.6K ﹤0.01% 737
2023
Q3
$96.9K Sell
1,257
-5
-0.4% -$385 ﹤0.01% 698
2023
Q2
$104K Sell
1,262
-101
-7% -$8.29K ﹤0.01% 693
2023
Q1
$96.1K Buy
1,363
+338
+33% +$23.8K ﹤0.01% 705
2022
Q4
$70K Sell
1,025
-117
-10% -$7.99K ﹤0.01% 768
2022
Q3
$66K Sell
1,142
-267
-19% -$15.4K ﹤0.01% 808
2022
Q2
$98K Sell
1,409
-119
-8% -$8.28K ﹤0.01% 759
2022
Q1
$121K Sell
1,528
-4,800
-76% -$380K ﹤0.01% 738
2021
Q4
$551K Buy
+6,328
New +$551K 0.01% 465