Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.6K Buy
294
+20
+7% +$2.02K ﹤0.01% 1267
2025
Q1
$28.7K Sell
274
-168
-38% -$17.6K ﹤0.01% 1241
2024
Q4
$56.2K Sell
442
-959
-68% -$122K ﹤0.01% 875
2024
Q3
$197K Sell
1,401
-933
-40% -$131K ﹤0.01% 573
2024
Q2
$294K Sell
2,334
-1,736
-43% -$219K ﹤0.01% 481
2024
Q1
$605K Sell
4,070
-1,803
-31% -$268K 0.01% 387
2023
Q4
$855K Sell
5,873
-220
-4% -$32K 0.01% 352
2023
Q3
$909K Sell
6,093
-86
-1% -$12.8K 0.01% 332
2023
Q2
$1.07M Buy
6,179
+310
+5% +$53.8K 0.02% 327
2023
Q1
$1.06M Buy
5,869
+78
+1% +$14.1K 0.02% 325
2022
Q4
$1.03M Sell
5,791
-205
-3% -$36.5K 0.02% 334
2022
Q3
$1.02M Sell
5,996
-787
-12% -$134K 0.02% 335
2022
Q2
$1.18M Sell
6,783
-956
-12% -$166K 0.02% 346
2022
Q1
$1.57M Hold
7,739
0.02% 328
2021
Q4
$1.7M Buy
+7,739
New +$1.7M 0.02% 322