Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.6K Buy
2,816
+6
+0.2% +$65 0.02% 246
2025
Q1
$28.2K Sell
2,810
-727
-21% -$7.29K 0.02% 242
2024
Q4
$35K Sell
3,537
-43
-1% -$426 0.02% 228
2024
Q3
$37.8K Sell
3,580
-8
-0.2% -$84 0.03% 217
2024
Q2
$45K Buy
3,588
+8
+0.2% +$100 0.04% 171
2024
Q1
$47.5K Sell
3,580
-274
-7% -$3.64K 0.04% 150
2023
Q4
$47K Sell
3,854
-110,751
-97% -$1.35M 0.04% 142
2023
Q3
$1.42M Sell
114,605
-30,736
-21% -$382K 1.16% 30
2023
Q2
$2.2M Sell
145,341
-148
-0.1% -$2.24K 1.7% 14
2023
Q1
$1.83M Buy
145,489
+2,159
+2% +$27.2K 1.49% 19
2022
Q4
$1.67M Sell
143,330
-5,166
-3% -$60.1K 1.43% 23
2022
Q3
$1.66M Buy
148,496
+79,581
+115% +$891K 1.34% 19
2022
Q2
$767K Buy
68,915
+7,708
+13% +$85.8K 0.56% 49
2022
Q1
$1.03M Buy
61,207
+18,449
+43% +$312K 0.69% 42
2021
Q4
$888K Buy
42,758
+2,863
+7% +$59.5K 0.57% 47
2021
Q3
$565K Buy
39,895
+35,573
+823% +$504K 0.4% 66
2021
Q2
$64K Buy
4,322
+4,102
+1,865% +$60.7K 0.05% 248
2021
Q1
$3K Hold
220
﹤0.01% 646
2020
Q4
$2K Buy
+220
New +$2K ﹤0.01% 626