Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
2,125
-933
-31% -$44.9K ﹤0.01% 820
2025
Q1
$148K Sell
3,058
-214
-7% -$10.4K ﹤0.01% 645
2024
Q4
$160K Sell
3,272
-277
-8% -$13.5K ﹤0.01% 600
2024
Q3
$220K Sell
3,549
-270
-7% -$16.8K ﹤0.01% 556
2024
Q2
$218K Sell
3,819
-19,029
-83% -$1.09M ﹤0.01% 542
2024
Q1
$1.32M Sell
22,848
-16,305
-42% -$941K 0.02% 294
2023
Q4
$2.67M Sell
39,153
-1,299
-3% -$88.7K 0.04% 214
2023
Q3
$2.3M Sell
40,452
-6,147
-13% -$350K 0.04% 225
2023
Q2
$2.78M Sell
46,599
-2,396
-5% -$143K 0.04% 213
2023
Q1
$3.11M Buy
48,995
+33,046
+207% +$2.1M 0.05% 207
2022
Q4
$990K Sell
15,949
-1,383
-8% -$85.8K 0.02% 336
2022
Q3
$867K Buy
17,332
+324
+2% +$16.2K 0.01% 361
2022
Q2
$955K Sell
17,008
-3,972
-19% -$223K 0.01% 376
2022
Q1
$1.45M Sell
20,980
-1,240
-6% -$85.5K 0.02% 336
2021
Q4
$1.2M Buy
+22,220
New +$1.2M 0.02% 372