Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Hold
3,850
﹤0.01% 1954
2025
Q1
$24K Hold
3,850
﹤0.01% 2004
2024
Q4
$24K Hold
3,850
﹤0.01% 2056
2024
Q3
$27K Hold
3,850
﹤0.01% 2027
2024
Q2
$21K Hold
3,850
﹤0.01% 2106
2024
Q1
$23K Sell
3,850
-11,549
-75% -$69K ﹤0.01% 2086
2023
Q4
$91K Sell
15,399
-1,146
-7% -$6.77K ﹤0.01% 2035
2023
Q3
$105K Hold
16,545
﹤0.01% 1980
2023
Q2
$187K Buy
16,545
+452
+3% +$5.11K ﹤0.01% 1842
2023
Q1
$155K Sell
16,093
-2,519
-14% -$24.3K ﹤0.01% 1897
2022
Q4
$122K Hold
18,612
﹤0.01% 2057
2022
Q3
$83K Sell
18,612
-419
-2% -$1.87K ﹤0.01% 2240
2022
Q2
$91K Buy
19,031
+696
+4% +$3.33K ﹤0.01% 2203
2022
Q1
$126K Sell
18,335
-1,400
-7% -$9.62K ﹤0.01% 2112
2021
Q4
$196K Sell
19,735
-25
-0.1% -$248 ﹤0.01% 1980
2021
Q3
$238K Sell
19,760
-1,217
-6% -$14.7K ﹤0.01% 1926
2021
Q2
$300K Buy
20,977
+6,040
+40% +$86.4K ﹤0.01% 1887
2021
Q1
$216K Sell
14,937
-1,143
-7% -$16.5K 0.01% 1452
2020
Q4
$253K Buy
16,080
+356
+2% +$5.6K 0.01% 1323
2020
Q3
$239K Sell
15,724
-457
-3% -$6.95K 0.01% 1235
2020
Q2
$269K Sell
16,181
-785
-5% -$13.1K 0.01% 1169
2020
Q1
$173K Sell
16,966
-322
-2% -$3.28K ﹤0.01% 1404
2019
Q4
$249K Buy
17,288
+824
+5% +$11.9K ﹤0.01% 1524
2019
Q3
$262K Sell
16,464
-206
-1% -$3.28K 0.01% 1399
2019
Q2
$335K Buy
16,670
+4,189
+34% +$84.2K 0.01% 1289
2019
Q1
$273K Buy
12,481
+531
+4% +$11.6K 0.01% 1326
2018
Q4
$177K Buy
+11,950
New +$177K 0.01% 1434
2018
Q3
Sell
-12,434
Closed -$240K 1633
2018
Q2
$240K Buy
+12,434
New +$240K 0.01% 1455