Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.5K Sell
5,515
-545
-9% -$1.73K ﹤0.01% 3219
2025
Q1
$14.4K Sell
6,060
-4,852
-44% -$11.5K ﹤0.01% 3301
2024
Q4
$37.3K Hold
10,912
﹤0.01% 2891
2024
Q3
$39.2K Buy
+10,912
New +$39.2K ﹤0.01% 2851
2023
Q2
Sell
-12,210
Closed -$30.9K 4081
2023
Q1
$30.9K Sell
12,210
-2,488
-17% -$6.3K ﹤0.01% 2753
2022
Q4
$74.8K Sell
14,698
-4,073
-22% -$20.7K ﹤0.01% 2319
2022
Q3
$167K Sell
18,771
-237
-1% -$2.11K ﹤0.01% 1938
2022
Q2
$154K Buy
19,008
+18,686
+5,803% +$151K ﹤0.01% 1999
2022
Q1
$3K Sell
322
-1,577
-83% -$14.7K ﹤0.01% 3742
2021
Q4
$29K Buy
+1,899
New +$29K ﹤0.01% 2911
2021
Q2
Sell
-208
Closed -$8K 4033
2021
Q1
$8K Sell
208
-114
-35% -$4.39K ﹤0.01% 3362
2020
Q4
$11K Buy
+322
New +$11K ﹤0.01% 3134