Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
206
-150
-42% -$80.2K 0.07% 139
2025
Q1
$132K Sell
356
-330
-48% -$122K 0.09% 119
2024
Q4
$311K Buy
686
+667
+3,511% +$303K 0.21% 75
2024
Q3
$8.18K Buy
+19
New +$8.18K 0.01% 484
2022
Q4
Sell
-688
Closed -$79K 834
2022
Q3
$79K Sell
688
-12
-2% -$1.38K 0.06% 192
2022
Q2
$72K Buy
700
+6
+0.9% +$617 0.05% 207
2022
Q1
$78K Sell
694
-3
-0.4% -$337 0.05% 213
2021
Q4
$89K Buy
697
+2
+0.3% +$255 0.06% 213
2021
Q3
$80K Buy
695
+9
+1% +$1.04K 0.06% 222
2021
Q2
$85K Hold
686
0.06% 215
2021
Q1
$77K Hold
686
0.06% 218
2020
Q4
$63K Buy
+686
New +$63K 0.05% 229