Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Hold
13,271
﹤0.01% 1546
2025
Q1
$248K Sell
13,271
-280
-2% -$5.23K ﹤0.01% 1479
2024
Q4
$250K Sell
13,551
-72
-0.5% -$1.33K ﹤0.01% 1522
2024
Q3
$357K Sell
13,623
-16
-0.1% -$419 ﹤0.01% 1426
2024
Q2
$263K Sell
13,639
-1,007
-7% -$19.4K ﹤0.01% 1508
2024
Q1
$302K Sell
14,646
-2,488
-15% -$51.3K ﹤0.01% 1476
2023
Q4
$401K Buy
17,134
+26
+0.2% +$608 ﹤0.01% 1527
2023
Q3
$305K Buy
17,108
+1,575
+10% +$28.1K ﹤0.01% 1619
2023
Q2
$369K Sell
15,533
-30,751
-66% -$731K ﹤0.01% 1576
2023
Q1
$594K Buy
46,284
+40,390
+685% +$518K 0.01% 1349
2022
Q4
$281K Sell
5,894
-1,583
-21% -$75.5K ﹤0.01% 1722
2022
Q3
$337K Buy
7,477
+251
+3% +$11.3K ﹤0.01% 1613
2022
Q2
$482K Buy
7,226
+880
+14% +$58.7K ﹤0.01% 1479
2022
Q1
$723K Sell
6,346
-354
-5% -$40.3K 0.01% 1375
2021
Q4
$842K Sell
6,700
-354
-5% -$44.5K 0.01% 1330
2021
Q3
$861K Sell
7,054
-355
-5% -$43.3K 0.01% 1318
2021
Q2
$748K Buy
+7,409
New +$748K 0.01% 1430
2020
Q2
Sell
-2,190
Closed -$113K 1622
2020
Q1
$113K Sell
2,190
-71
-3% -$3.66K ﹤0.01% 1475
2019
Q4
$160K Buy
2,261
+13
+0.6% +$920 ﹤0.01% 1686
2019
Q3
$143K Sell
2,248
-25
-1% -$1.59K ﹤0.01% 1610
2019
Q2
$137K Buy
+2,273
New +$137K ﹤0.01% 1652