Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.3K Sell
1,643
-1,998
-55% -$10.1K ﹤0.01% 3480
2025
Q1
$19K Sell
3,641
-333
-8% -$1.74K ﹤0.01% 3184
2024
Q4
$21.6K Sell
3,974
-1,819
-31% -$9.9K ﹤0.01% 3121
2024
Q3
$55.4K Buy
5,793
+4,646
+405% +$44.4K ﹤0.01% 2673
2024
Q2
$11.2K Sell
1,147
-75
-6% -$731 ﹤0.01% 3259
2024
Q1
$15.8K Buy
1,222
+571
+88% +$7.39K ﹤0.01% 3170
2023
Q4
$10.2K Sell
651
-695
-52% -$10.9K ﹤0.01% 3308
2023
Q3
$18.3K Hold
1,346
﹤0.01% 2921
2023
Q2
$20.1K Buy
1,346
+699
+108% +$10.4K ﹤0.01% 2948
2023
Q1
$7.65K Buy
+647
New +$7.65K ﹤0.01% 3365
2022
Q4
Sell
-29
Closed 4132
2022
Q3
$0 Sell
29
-1,781
-98% ﹤0.01% 4053
2022
Q2
$25K Hold
1,810
﹤0.01% 2915
2022
Q1
$36K Hold
1,810
﹤0.01% 2775
2021
Q4
$28K Hold
1,810
﹤0.01% 2919
2021
Q3
$30K Hold
1,810
﹤0.01% 2896
2021
Q2
$34K Sell
1,810
-284
-14% -$5.34K ﹤0.01% 2839
2021
Q1
$34K Buy
+2,094
New +$34K ﹤0.01% 2758