Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.4K Sell
1,333
-1,097
-45% -$59.6K ﹤0.01% 963
2025
Q1
$119K Hold
2,430
﹤0.01% 713
2024
Q4
$115K Sell
2,430
-300
-11% -$14.2K ﹤0.01% 661
2024
Q3
$128K Hold
2,730
﹤0.01% 655
2024
Q2
$115K Hold
2,730
﹤0.01% 658
2024
Q1
$137K Sell
2,730
-200
-7% -$10K ﹤0.01% 638
2023
Q4
$112K Hold
2,930
﹤0.01% 683
2023
Q3
$87.1K Hold
2,930
﹤0.01% 718
2023
Q2
$88.8K Hold
2,930
﹤0.01% 721
2023
Q1
$69K Sell
2,930
-600
-17% -$14.1K ﹤0.01% 770
2022
Q4
$72K Hold
3,530
﹤0.01% 762
2022
Q3
$59K Sell
3,530
-16,800
-83% -$281K ﹤0.01% 831
2022
Q2
$340K Sell
20,330
-5,670
-22% -$94.8K 0.01% 526
2022
Q1
$646K Buy
26,000
+17,600
+210% +$437K 0.01% 446
2021
Q4
$388K Buy
+8,400
New +$388K ﹤0.01% 527