Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.2K Sell
1,040
-84
-7% -$4.06K ﹤0.01% 1116
2025
Q1
$62.3K Buy
1,124
+264
+31% +$14.6K ﹤0.01% 963
2024
Q4
$41.5K Sell
860
-213
-20% -$10.3K ﹤0.01% 986
2024
Q3
$61.8K Buy
1,073
+302
+39% +$17.4K ﹤0.01% 813
2024
Q2
$37.4K Sell
771
-192
-20% -$9.32K ﹤0.01% 892
2024
Q1
$46.8K Sell
963
-88
-8% -$4.28K ﹤0.01% 849
2023
Q4
$52.3K Sell
1,051
-825
-44% -$41K ﹤0.01% 819
2023
Q3
$101K Buy
1,876
+524
+39% +$28.1K ﹤0.01% 693
2023
Q2
$72.9K Sell
1,352
-755
-36% -$40.7K ﹤0.01% 759
2023
Q1
$115K Buy
2,107
+802
+61% +$43.6K ﹤0.01% 668
2022
Q4
$63K Sell
1,305
-725
-36% -$35K ﹤0.01% 793
2022
Q3
$77K Sell
2,030
-12,509
-86% -$474K ﹤0.01% 773
2022
Q2
$727K Sell
14,539
-693
-5% -$34.7K 0.01% 411
2022
Q1
$782K Hold
15,232
0.01% 419
2021
Q4
$763K Buy
+15,232
New +$763K 0.01% 422