Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.7K Sell
278
-4
-1% -$1.03K ﹤0.01% 967
2025
Q1
$63.1K Buy
282
+35
+14% +$7.84K ﹤0.01% 958
2024
Q4
$56.5K Sell
247
-2,218
-90% -$507K ﹤0.01% 871
2024
Q3
$602K Buy
2,465
+47
+2% +$11.5K 0.01% 377
2024
Q2
$463K Buy
2,418
+143
+6% +$27.4K 0.01% 404
2024
Q1
$451K Buy
2,275
+1
+0% +$198 0.01% 426
2023
Q4
$391K Sell
2,274
-81
-3% -$13.9K 0.01% 453
2023
Q3
$348K Sell
2,355
-95
-4% -$14K 0.01% 454
2023
Q2
$535K Hold
2,450
0.01% 408
2023
Q1
$537K Sell
2,450
-7
-0.3% -$1.53K 0.01% 404
2022
Q4
$512K Sell
2,457
-921
-27% -$192K 0.01% 412
2022
Q3
$738K Sell
3,378
-3,639
-52% -$795K 0.01% 386
2022
Q2
$1.47M Buy
7,017
+949
+16% +$199K 0.02% 324
2022
Q1
$1.47M Sell
6,068
-193
-3% -$46.8K 0.02% 335
2021
Q4
$1.63M Buy
+6,261
New +$1.63M 0.02% 328